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Bernardo Wealth Planning’s NVIDIA NVDA Stock Holding History

Bernardo Wealth Planning’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 		$2.96M Buy
14,798
+2,480
+20% +$510K 0.51% 30
2026
Q1 		$2.15M Buy
12,318
+935
+8% +$172K 0.42% 32
2025
Q4 		$2.12M Buy
11,383
+1,495
+15% +$278K 0.4% 33
2025
Q3 		$1.84M Buy
9,888
+1,129
+13% +$197K 0.36% 37
2025
Q2 		$1.38M Sell
8,759
-805
-8% -$101K 0.3% 39
2025
Q1 		$1.04M Buy
9,564
+918
+11% +$116K 0.25% 44
2024
Q4 		$1.18M Sell
8,646
-923
-10% -$127K 0.28% 41
2024
Q3 		$1.31M Buy
9,569
+1,573
+20% +$186K 0.32% 38
2024
Q2 		$988K Buy
7,996
+3,376
+73% +$341K 0.27% 42
2024
Q1 		$418K Buy
+4,620
New +$335K 0.12% 66
2023
Q3 		– Sell
-4,760
Closed -$202K – 90
2023
Q2 		$202K Sell
4,760
-13,920
-75% -$462K 0.08% 83
2023
Q1 		$519K Sell
18,680
-5,610
-23% -$121K 0.22% 54
2022
Q4 		$355K Sell
24,290
-5,360
-18% -$78.6K 0.17% 62
2022
Q3 		$369K Buy
29,650
+1,580
+6% +$25K 0.21% 53
2022
Q2 		$425K Buy
28,070
+6,540
+30% +$123K 0.24% 52
2022
Q1 		$587K Buy
21,530
+5,990
+39% +$150K 0.29% 46
2021
Q4 		$457K Buy
15,540
+370
+2% +$10.2K 0.22% 51
2021
Q3 		$314K Buy
15,170
+1,690
+13% +$35.1K 0.18% 58
2021
Q2 		$269K Buy
+13,480
New +$216K 0.16% 64
2021
Q1 		– Sell
-74,720
Closed -$975K – 125
2020
Q4 		$975K Buy
74,720
+1,040
+1% +$13.9K 0.38% 54
2020
Q3 		$997K Buy
73,680
+3,720
+5% +$43.3K 0.45% 45
2020
Q2 		$664K Sell
69,960
-1,240
-2% -$10K 0.36% 55
2020
Q1 		$469K Sell
71,200
-1,600
-2% -$10.1K 0.33% 77
2019
Q4 		$428K Sell
72,800
-9,760
-12% -$50.8K 0.26% 93
2019
Q3 		$359K Sell
82,560
-21,000
-20% -$88.3K 0.26% 104
2019
Q2 		$425K Buy
103,560
+10,200
+11% +$42.3K 0.33% 82
2019
Q1 		$419K Buy
+93,360
New +$362K 0.33% 81

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

Bernardo Wealth Planning's NVDA Position: Q2 2026 in Review

Bernardo Wealth Planning increased its NVIDIA (NVDA) stake by 20% in Q2 2026, buying an estimated $510K and bringing the position to 14,798 shares worth $2.96M. The position accounts for 0.51% of the portfolio, ranked #30.

Bernardo Wealth Planning first reported a position in NVDA in Q1 2019 and has held it in 27 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Bernardo Wealth Planning held 14,798 shares of NVIDIA worth $2.96M as of Q2 2026.
  • Bernardo Wealth Planning bought 2,480 NVIDIA shares in Q2 2026, an estimated $510K.
  • NVIDIA made up 0.51% of Bernardo Wealth Planning's portfolio in Q2 2026, its #30 holding.
  • Bernardo Wealth Planning first reported a position in NVIDIA in Q1 2019 and has held it in 27 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.