Beta Wealth Group’s NVIDIA NVDA Stock Holding History

Beta Wealth Group’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	$1.63M	Buy	9,357 +173	+2%	+$31.7K	0.68%	34
2025 Q4	$1.71M	Sell	9,184 -13	-0.1%	-$2.42K	0.69%	36
2025 Q3	$1.72M	Sell	9,197 -1,797	-16%	-$313K	0.68%	35
2025 Q2	$1.74M	Sell	10,994 -1,490	-12%	-$188K	0.64%	40
2025 Q1	$1.35M	Sell	12,484 -8,287	-40%	-$1.05M	0.49%	41
2024 Q4	$2.79M	Sell	20,771 -690	-3%	-$95.1K	1.23%	25
2024 Q3	$2.61M	Buy	21,461 +10,069	+88%	+$1.19M	1.18%	28
2024 Q2	$1.41M	Buy	11,392 +6,402	+128%	+$647K	0.67%	38
2024 Q1	$451K	Buy	4,990 +300	+6%	+$21.7K	0.22%	72
2023 Q4	$232K	Sell	4,690 -110	-2%	-$5.1K	0.12%	95
2023 Q3	$209K	Sell	4,800 -280	-6%	-$12.5K	0.12%	95
2023 Q2	$215K	Buy	+5,080	New	+$169K	0.12%	94

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Beta Wealth Group's NVDA Position: Q1 2026 in Review

Beta Wealth Group increased its NVIDIA (NVDA) stake by 1.9% in Q1 2026, buying an estimated $31.7K and bringing the position to 9,357 shares worth $1.63M. The position accounts for 0.68% of the portfolio, ranked #34.

Beta Wealth Group first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.79M in Q4 2024. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Beta Wealth Group held 9,357 shares of NVIDIA worth $1.63M as of Q1 2026.
Beta Wealth Group bought 173 NVIDIA shares in Q1 2026, an estimated $31.7K.
NVIDIA made up 0.68% of Beta Wealth Group's portfolio in Q1 2026, its #34 holding.
Beta Wealth Group first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
Beta Wealth Group's NVIDIA position peaked at $2.79M in Q4 2024.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.