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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
Q2 		$480K Sell
2,403
-300
-11% -$61.7K 0.13% 23
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
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

BCR Wealth Strategies's NVDA Position: Q2 2026 in Review

BCR Wealth Strategies reduced its NVIDIA (NVDA) stake by 11% in Q2 2026, selling an estimated $61.7K and leaving 2,403 shares worth $480K. The position accounts for 0.13% of the portfolio, ranked #23.

BCR Wealth Strategies first reported a position in NVDA in Q4 2021 and has held it in 14 quarters since. The position peaked at $659K in Q4 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • BCR Wealth Strategies held 2,403 shares of NVIDIA worth $480K as of Q2 2026.
  • BCR Wealth Strategies sold 300 NVIDIA shares in Q2 2026, an estimated $61.7K.
  • NVIDIA made up 0.13% of BCR Wealth Strategies's portfolio in Q2 2026, its #23 holding.
  • BCR Wealth Strategies first reported a position in NVIDIA in Q4 2021 and has held it in 14 quarters since.
  • BCR Wealth Strategies's NVIDIA position peaked at $659K in Q4 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on BCR Wealth Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.