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Bay Harbor Wealth Management’s NVIDIA NVDA Stock Holding History

Bay Harbor Wealth Management’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.27M Buy
6,346
+850
+15% +$175K 0.29% 39
2026
Q1 		$959K Buy
5,496
+490
+10% +$89.9K 0.25% 38
2025
Q4 		$934K Buy
5,006
+547
+12% +$102K 0.24% 37
2025
Q3 		$832K Buy
4,459
+444
+11% +$77.4K 0.22% 39
2025
Q2 		$634K Buy
4,015
+1,028
+34% +$129K 0.18% 40
2025
Q1 		$324K Buy
2,987
+693
+30% +$87.8K 0.1% 44
2024
Q4 		$308K Sell
2,294
-412
-15% -$56.8K 0.1% 43
2024
Q3 		$329K Buy
2,706
+617
+30% +$72.9K 0.11% 41
2024
Q2 		$258K Sell
2,089
-121
-5% -$12.2K 0.09% 44
2024
Q1 		$200K Buy
2,210
+290
+15% +$21K 0.07% 50
2023
Q4 		$95.1K Buy
1,920
+130
+7% +$6.03K 0.04% 62
2023
Q3 		$77.9K Buy
1,790
+1,630
+1,019% +$73K 0.03% 61
2023
Q2 		$6.78K Hold
160
– – ﹤0.01% 119
2023
Q1 		$4.45K Hold
160
– – ﹤0.01% 121
2022
Q4 		$2K Hold
160
– – ﹤0.01% 168
2022
Q3 		$2K Hold
160
– – ﹤0.01% 172
2022
Q2 		$2K Hold
160
– – ﹤0.01% 168
2022
Q1 		$4K Buy
+160
New +$4.01K ﹤0.01% 150
2021
Q1 		– Sell
-2,720
Closed -$36K – 361
2020
Q4 		$36K Sell
2,720
-44,920
-94% -$601K 0.02% 180
2020
Q3 		$645K Buy
47,640
+45,920
+2,670% +$534K 0.32% 41
2020
Q2 		$16K Sell
1,720
-240
-12% -$1.94K 0.01% 204
2020
Q1 		$13K Sell
1,960
-60,960
-97% -$385K 0.01% 203
2019
Q4 		$370K Buy
62,920
+1,440
+2% +$7.49K 0.2% 66
2019
Q3 		$283K Sell
61,480
-3,320
-5% -$14K 0.17% 74
2019
Q2 		$266K Buy
64,800
+56,600
+690% +$235K 0.16% 85
2019
Q1 		$37K Buy
8,200
+2,400
+41% +$9.31K 0.03% 187
2018
Q4 		$19K Buy
+5,800
New +$27.7K 0.02% 224

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bay Harbor Wealth Management's NVDA Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its NVIDIA (NVDA) stake by 15% in Q2 2026, buying an estimated $175K and bringing the position to 6,346 shares worth $1.27M. The position accounts for 0.29% of the portfolio, ranked #39.

Bay Harbor Wealth Management first reported a position in NVDA in Q4 2018 and has held it in 27 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Bay Harbor Wealth Management held 6,346 shares of NVIDIA worth $1.27M as of Q2 2026.
  • Bay Harbor Wealth Management bought 850 NVIDIA shares in Q2 2026, an estimated $175K.
  • NVIDIA made up 0.29% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Bay Harbor Wealth Management first reported a position in NVIDIA in Q4 2018 and has held it in 27 quarters since.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.