BHPW
NVDA icon

Beverly Hills Private Wealth’s NVIDIA NVDA Stock Holding History

Beverly Hills Private Wealth’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 		$15.6M Sell
77,786
-8,574
-10% -$1.76M 2.96% 2
2026
Q1 		$15.1M Sell
86,360
-2,095
-2% -$384K 2.51% 3
2025
Q4 		$16.5M Sell
88,455
-2,476
-3% -$461K 2.82% 4
2025
Q3 		$17M Sell
90,931
-114
-0.1% -$19.9K 2.99% 3
2025
Q2 		$14.4M Sell
91,045
-4,508
-5% -$567K 2.7% 4
2025
Q1 		$10.4M Sell
95,553
-7,301
-7% -$925K 2.05% 9
2024
Q4 		$13.8M Sell
102,854
-1,976
-2% -$272K 2.79% 3
2024
Q3 		$12.7M Sell
104,830
-5,359
-5% -$633K 2.57% 3
2024
Q2 		$13.6M Sell
110,189
-5,601
-5% -$566K 2.96% 3
2024
Q1 		$10.5M Sell
115,790
-9,420
-8% -$683K 2.42% 3
2023
Q4 		$6.2M Buy
125,210
+360
+0.3% +$16.7K 1.62% 5
2023
Q3 		$5.43M Sell
124,850
-4,210
-3% -$189K 1.62% 7
2023
Q2 		$5.77M Buy
129,060
+5,770
+5% +$192K 0.95% 24
2023
Q1 		$3.42M Sell
123,290
-1,500
-1% -$32.5K 1.06% 20
2022
Q4 		$1.82M Buy
+124,790
New +$1.83M 0.8% 40

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

Beverly Hills Private Wealth's NVDA Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its NVIDIA (NVDA) stake by 9.9% in Q2 2026, selling an estimated $1.76M and leaving 77,786 shares worth $15.6M. The position accounts for 2.96% of the portfolio, ranked #2.

Beverly Hills Private Wealth first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. The position peaked at $17M in Q3 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Beverly Hills Private Wealth held 77,786 shares of NVIDIA worth $15.6M as of Q2 2026.
  • Beverly Hills Private Wealth sold 8,574 NVIDIA shares in Q2 2026, an estimated $1.76M.
  • NVIDIA made up 2.96% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #2 holding.
  • Beverly Hills Private Wealth first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's NVIDIA position peaked at $17M in Q3 2025.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.