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Bernard Wealth Management’s NVIDIA NVDA Stock Holding History

Bernard 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 		$40.5M Sell
202,231
-8,424
-4% -$1.73M 14.92% 1
2026
Q1 		$36.7M Sell
210,655
-5,782
-3% -$1.06M 15.67% 1
2025
Q4 		$40.4M Sell
216,437
-5,739
-3% -$1.07M 16.38% 1
2025
Q3 		$41.5M Sell
222,176
-2,364
-1% -$412K 17.31% 1
2025
Q2 		$35.5M Sell
224,540
-11,164
-5% -$1.4M 16.44% 1
2025
Q1 		$25.5M Sell
235,704
-4,795
-2% -$608K 12.47% 2
2024
Q4 		$32.3M Buy
+240,499
New +$33.1M 15.2% 1

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

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

Bernard Wealth Management reduced its NVIDIA (NVDA) stake by 4% in Q2 2026, selling an estimated $1.73M and leaving 202,231 shares worth $40.5M. The position accounts for 14.92% of the portfolio, ranked #1.

Bernard Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.5M in Q3 2025. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Bernard Wealth Management held 202,231 shares of NVIDIA worth $40.5M as of Q2 2026.
  • Bernard Wealth Management sold 8,424 NVIDIA shares in Q2 2026, an estimated $1.73M.
  • NVIDIA made up 14.92% of Bernard Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Bernard Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's NVIDIA position peaked at $41.5M in Q3 2025.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.