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Becker Capital Management’s NVIDIA NVDA Stock Holding History

Becker Capital 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 		$69.1M Buy
345,184
+906
+0.3% +$186K 1.86% 13
2026
Q1 		$60M Buy
344,278
+16,694
+5% +$3.06M 1.77% 15
2025
Q4 		$61.1M Sell
327,584
-148
-0% -$27.5K 1.75% 15
2025
Q3 		$61.2M Buy
327,732
+966
+0.3% +$168K 1.79% 13
2025
Q2 		$51.6M Buy
326,766
+167,395
+105% +$21.1M 1.61% 16
2025
Q1 		$17.3M Buy
159,371
+112,896
+243% +$14.3M 0.57% 61
2024
Q4 		$6.24M Buy
46,475
+785
+2% +$108K 0.2% 87
2024
Q3 		$5.55M Buy
45,690
+9,650
+27% +$1.14M 0.18% 96
2024
Q2 		$4.45M Buy
36,040
+1,840
+5% +$186K 0.15% 106
2024
Q1 		$3.09M Sell
34,200
-2,350
-6% -$170K 0.11% 116
2023
Q4 		$1.81M Sell
36,550
-430
-1% -$19.9K 0.07% 135
2023
Q3 		$1.61M Sell
36,980
-3,650
-9% -$164K 0.06% 136
2023
Q2 		$1.72M Buy
40,630
+13,360
+49% +$444K 0.07% 136
2023
Q1 		$757K Buy
27,270
+10,000
+58% +$216K 0.03% 173
2022
Q4 		$252K Sell
17,270
-480
-3% -$7.04K 0.01% 173
2022
Q3 		$215K Buy
+17,750
New +$281K 0.01% 183
2022
Q2 		– Sell
-10,660
Closed -$291K – 201
2022
Q1 		$291K Sell
10,660
-460
-4% -$11.5K 0.01% 177
2021
Q4 		$327K Sell
11,120
-5,310
-32% -$146K 0.01% 174
2021
Q3 		$340K Buy
16,430
+1,150
+8% +$23.9K 0.01% 166
2021
Q2 		$306K Buy
+15,280
New +$245K 0.01% 174

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

Becker Capital Management's NVDA Position: Q2 2026 in Review

Becker Capital Management increased its NVIDIA (NVDA) stake by 0.26% in Q2 2026, buying an estimated $186K and bringing the position to 345,184 shares worth $69.1M. The position accounts for 1.86% of the portfolio, ranked #13.

Becker Capital Management first reported a position in NVDA in Q2 2021 and has held it in 20 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Becker Capital Management held 345,184 shares of NVIDIA worth $69.1M as of Q2 2026.
  • Becker Capital Management bought 906 NVIDIA shares in Q2 2026, an estimated $186K.
  • NVIDIA made up 1.86% of Becker Capital Management's portfolio in Q2 2026, its #13 holding.
  • Becker Capital Management first reported a position in NVIDIA in Q2 2021 and has held it in 20 quarters since.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.