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Bernicke Wealth Management’s NVIDIA NVDA Stock Holding History

Bernicke 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 		$11M Buy
54,769
+549
+1% +$113K 1.27% 10
2026
Q1 		$9.46M Sell
54,220
-172
-0.3% -$31.6K 1.22% 11
2025
Q4 		$10.1M Buy
+54,392
New +$10.1M 1.3% 11

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
VPM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Bernicke Wealth Management increased its NVIDIA (NVDA) stake by 1% in Q2 2026, buying an estimated $113K and bringing the position to 54,769 shares worth $11M. The position accounts for 1.27% of the portfolio, ranked #10.

Bernicke Wealth Management first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 5,101 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Bernicke Wealth Management held 54,769 shares of NVIDIA worth $11M as of Q2 2026.
  • Bernicke Wealth Management bought 549 NVIDIA shares in Q2 2026, an estimated $113K.
  • NVIDIA made up 1.27% of Bernicke Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Bernicke Wealth Management first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • 5,101 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.