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BCS Wealth Management’s NVIDIA NVDA Stock Holding History

BCS 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 		$4.44M Buy
22,186
+2,286
+11% +$470K 0.8% 35
2026
Q1 		$3.47M Sell
19,900
-20,258
-50% -$3.72M 0.71% 36
2025
Q4 		$7.49M Buy
40,158
+18,361
+84% +$3.42M 0.76% 35
2025
Q3 		$4.07M Sell
21,797
-7,065
-24% -$1.23M 0.92% 32
2025
Q2 		$4.56M Buy
28,862
+8,891
+45% +$1.12M 0.98% 28
2025
Q1 		$2.17M Sell
19,971
-1,338
-6% -$170K 0.56% 42
2024
Q4 		$2.86M Buy
21,309
+1,889
+10% +$260K 0.71% 38
2024
Q3 		$2.36M Buy
19,420
+8,959
+86% +$1.06M 1% 29
2024
Q2 		$1.29M Buy
10,461
+2,051
+24% +$207K 0.63% 40
2024
Q1 		$760K Sell
8,410
-340
-4% -$24.6K 0.24% 91
2023
Q4 		$433K Buy
8,750
+540
+7% +$25K 0.16% 129
2023
Q3 		$357K Buy
+8,210
New +$368K 0.15% 132
2022
Q2 		– Sell
-7,450
Closed -$203K – 190
2022
Q1 		$203K Sell
7,450
-850
-10% -$21.3K 0.08% 183
2021
Q4 		$244K Buy
+8,300
New +$228K 0.09% 179

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

BCS Wealth Management's NVDA Position: Q2 2026 in Review

BCS Wealth Management increased its NVIDIA (NVDA) stake by 11% in Q2 2026, buying an estimated $470K and bringing the position to 22,186 shares worth $4.44M. The position accounts for 0.8% of the portfolio, ranked #35.

BCS Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 14 quarters since. The position peaked at $7.49M in Q4 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • BCS Wealth Management held 22,186 shares of NVIDIA worth $4.44M as of Q2 2026.
  • BCS Wealth Management bought 2,286 NVIDIA shares in Q2 2026, an estimated $470K.
  • NVIDIA made up 0.8% of BCS Wealth Management's portfolio in Q2 2026, its #35 holding.
  • BCS Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 14 quarters since.
  • BCS Wealth Management's NVIDIA position peaked at $7.49M in Q4 2025.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.