BCR Wealth Strategies’s NVIDIA NVDA Stock Holding History

BCR Wealth Strategies’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 Q1	$471K	Sell	2,703 -835	-24%	-$153K	0.15%	25
2025 Q4	$659K	Buy	3,538 +200	+6%	+$37.2K	0.22%	18
2025 Q3	$622K	Buy	3,338 +83	+3%	+$14.5K	0.22%	15
2025 Q2	$514K	Buy	3,255 +28	+0.9%	+$3.52K	0.2%	16
2025 Q1	$349K	Buy	3,227 +308	+11%	+$39K	0.15%	21
2024 Q4	$391K	Buy	2,919 +89	+3%	+$12.3K	0.18%	21
2024 Q3	$343K	Buy	2,830 +70	+3%	+$8.27K	0.16%	22
2024 Q2	$340K	Buy	2,760 +50	+2%	+$5.05K	0.22%	23
2024 Q1	$245K	Buy	+2,710	New	+$196K	0.17%	20
2022 Q4	–	Sell	-2,050	Closed	-$25K	–	71
2022 Q3	$25K	Hold	2,050	–	–	0.03%	53
2022 Q2	$31K	Hold	2,050	–	–	0.03%	51
2022 Q1	$56K	Hold	2,050	–	–	0.05%	40
2021 Q4	$60K	Buy	+2,050	New	+$56.4K	0.06%	37

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return