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Beck Bode LLC’s NVIDIA NVDA Stock Holding History

Beck Bode LLC’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 		$32M Sell
160,007
-2,999
-2% -$617K 4.85% 1
2026
Q1 		$28.4M Sell
163,006
-7,211
-4% -$1.32M 4.81% 1
2025
Q4 		$31.7M Sell
170,217
-6,183
-4% -$1.15M 5.28% 1
2025
Q3 		$32.9M Sell
176,400
-12,444
-7% -$2.17M 5.32% 1
2025
Q2 		$29.8M Sell
188,844
-9,990
-5% -$1.26M 5.05% 1
2025
Q1 		$21.5M Buy
198,834
+14,647
+8% +$1.86M 4.02% 1
2024
Q4 		$24.7M Sell
184,187
-1,690
-0.9% -$233K 4.52% 1
2024
Q3 		$22.6M Buy
185,877
+3,011
+2% +$356K 4.25% 1
2024
Q2 		$22.6M Sell
182,866
-46,134
-20% -$4.66M 4.54% 1
2024
Q1 		$20.7M Sell
229,000
-4,490
-2% -$325K 4.23% 1
2023
Q4 		$11.6M Buy
233,490
+17,010
+8% +$788K 2.59% 6
2023
Q3 		$9.42M Buy
216,480
+1,880
+0.9% +$84.2K 2.4% 6
2023
Q2 		$9.02M Buy
+214,600
New +$7.12M 2.19% 12
2023
Q1 		– Sell
-23,600
Closed -$345K – 173
2022
Q4 		$345K Sell
23,600
-897,610
-97% -$13.2M 0.08% 130
2022
Q3 		$11.2M Sell
921,210
-7,650
-0.8% -$121K 2.42% 6
2022
Q2 		$14.1M Sell
928,860
-32,050
-3% -$605K 3% 5
2022
Q1 		$26.2M Buy
960,910
+7,550
+0.8% +$189K 5.91% 2
2021
Q4 		$28M Sell
953,360
-12,550
-1% -$345K 7.01% 1
2021
Q3 		$20M Sell
965,910
-16,330
-2% -$339K 5.58% 1
2021
Q2 		$19.6M Buy
982,240
+2,840
+0.3% +$45.5K 5.42% 1
2021
Q1 		$13.1M Buy
+979,400
New +$13.2M 4.02% 3
2020
Q4 		– Sell
-895,760
Closed -$12.1M – 189
2020
Q3 		$12.1M Buy
895,760
+12,600
+1% +$147K 4.38% 4
2020
Q2 		$8.39M Buy
883,160
+69,480
+9% +$562K 3.44% 10
2020
Q1 		$5.95M Buy
+813,680
New +$5.13M 2.73% 21
2019
Q1 		– Sell
-211,680
Closed -$706K – 80
2018
Q4 		$706K Buy
+211,680
New +$1.01M 0.38% 51

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

Beck Bode LLC's NVDA Position: Q2 2026 in Review

Beck Bode LLC reduced its NVIDIA (NVDA) stake by 1.8% in Q2 2026, selling an estimated $617K and leaving 160,007 shares worth $32M. The position accounts for 4.85% of the portfolio, ranked #1.

Beck Bode LLC first reported a position in NVDA in Q4 2018 and has held it in 25 quarters since. The position peaked at $32.9M in Q3 2025. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Beck Bode LLC held 160,007 shares of NVIDIA worth $32M as of Q2 2026.
  • Beck Bode LLC sold 2,999 NVIDIA shares in Q2 2026, an estimated $617K.
  • NVIDIA made up 4.85% of Beck Bode LLC's portfolio in Q2 2026, its #1 holding.
  • Beck Bode LLC first reported a position in NVIDIA in Q4 2018 and has held it in 25 quarters since.
  • Beck Bode LLC's NVIDIA position peaked at $32.9M in Q3 2025.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Beck Bode LLC's 13F filing for Q2 2026, filed 13 Aug 2026.