Bedell Frazier Investment Counselling’s NVIDIA NVDA Stock Holding History

Bedell Frazier Investment Counselling’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	$7.87M	Buy	45,119 +1,011	+2%	+$185K	1.59%	19
2025 Q4	$8.23M	Sell	44,108 -231	-0.5%	-$43K	1.59%	17
2025 Q3	$8.27M	Sell	44,339 -741	-2%	-$129K	1.7%	17
2025 Q2	$7.12M	Sell	45,080 -1,005	-2%	-$126K	1.79%	20
2025 Q1	$4.99M	Buy	46,085 +26	+0.1%	+$3.29K	1.27%	24
2024 Q4	$6.19M	Sell	46,059 -45	-0.1%	-$6.2K	1.53%	19
2024 Q3	$5.6M	Buy	46,104 +1,011	+2%	+$119K	1.34%	27
2024 Q2	$5.57M	Sell	45,093 -507	-1%	-$51.3K	1.34%	27
2024 Q1	$4.12M	Sell	45,600 -8,020	-15%	-$581K	1.03%	37
2023 Q4	$2.66M	Buy	53,620 +47,570	+786%	+$2.2M	0.73%	37
2023 Q3	$263K	Buy	+6,050	New	+$271K	0.08%	82
2023 Q1	–	Sell	-29,770	Closed	-$435K	–	100
2022 Q4	$435K	Sell	29,770 -1,150	-4%	-$16.9K	0.11%	82
2022 Q3	$375K	Buy	+30,920	New	+$489K	0.11%	76
2021 Q3	–	Sell	-130,520	Closed	-$2.61M	–	95
2021 Q2	$2.61M	Sell	130,520 -152,920	-54%	-$2.45M	0.66%	47
2021 Q1	$3.78M	Buy	+283,440	New	+$3.81M	1.07%	36

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Bedell Frazier Investment Counselling's NVDA Position: Q1 2026 in Review

Bedell Frazier Investment Counselling increased its NVIDIA (NVDA) stake by 2.3% in Q1 2026, buying an estimated $185K and bringing the position to 45,119 shares worth $7.87M. The position accounts for 1.59% of the portfolio, ranked #19.

Bedell Frazier Investment Counselling first reported a position in NVDA in Q1 2021 and has held it in 15 quarters since. The position peaked at $8.27M in Q3 2025. 5,843 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Bedell Frazier Investment Counselling held 45,119 shares of NVIDIA worth $7.87M as of Q1 2026.
Bedell Frazier Investment Counselling bought 1,011 NVIDIA shares in Q1 2026, an estimated $185K.
NVIDIA made up 1.59% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #19 holding.
Bedell Frazier Investment Counselling first reported a position in NVIDIA in Q1 2021 and has held it in 15 quarters since.
Bedell Frazier Investment Counselling's NVIDIA position peaked at $8.27M in Q3 2025.
5,843 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.