Birch Capital Management’s NVIDIA NVDA Stock Holding History

Birch Capital 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	$918K	Sell	4,586 -1,900	-29%	-$391K	0.45%	45
2026 Q1	$1.13M	Sell	6,486 -304	-4%	-$55.8K	0.59%	37
2025 Q4	$1.27M	Sell	6,790 -263	-4%	-$49K	0.63%	35
2025 Q3	$1.32M	Sell	7,053 -112	-2%	-$19.5K	0.67%	35
2025 Q2	$1.13M	Hold	7,165	–	–	0.58%	39
2025 Q1	$777K	Hold	7,165	–	–	0.4%	42
2024 Q4	$962K	Sell	7,165 -1,860	-21%	-$256K	0.48%	40
2024 Q3	$1.1M	Sell	9,025 -1,045	-10%	-$123K	0.54%	41
2024 Q2	$1.24M	Buy	10,070 +50	+0.5%	+$5.05K	0.65%	39
2024 Q1	$905K	Sell	10,020 -1,980	-17%	-$144K	0.47%	43
2023 Q4	$594K	Hold	12,000	–	–	0.34%	50
2023 Q3	$522K	Sell	12,000 -3,650	-23%	-$164K	0.33%	48
2023 Q2	$662K	Sell	15,650 -240	-2%	-$7.97K	0.4%	44
2023 Q1	$441K	Hold	15,890	–	–	0.28%	51
2022 Q4	$232K	Hold	15,890	–	–	0.16%	57
2022 Q3	$193K	Hold	15,890	–	–	0.15%	56
2022 Q2	$241K	Buy	15,890 +3,890	+32%	+$73.4K	0.17%	54
2022 Q1	$327K	Hold	12,000	–	–	0.2%	55
2021 Q4	$353K	Hold	12,000	–	–	0.21%	55
2021 Q3	$249K	Hold	12,000	–	–	0.17%	58
2021 Q2	$240K	Hold	12,000	–	–	0.16%	58
2021 Q1	$160K	Hold	12,000	–	–	0.12%	61
2020 Q4	$157K	Hold	12,000	–	–	0.12%	62
2020 Q3	$162K	Sell	12,000 -40	-0.3%	-$465	0.14%	59
2020 Q2	$114K	Buy	12,040 +40	+0.3%	+$324	0.11%	64
2020 Q1	$79K	Hold	12,000	–	–	0.09%	61
2019 Q4	$71K	Buy	+12,000	New	+$62.4K	0.07%	67

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Birch Capital Management's NVDA Position: Q2 2026 in Review

Birch Capital Management reduced its NVIDIA (NVDA) stake by 29% in Q2 2026, selling an estimated $391K and leaving 4,586 shares worth $918K. The position accounts for 0.45% of the portfolio, ranked #45.

Birch Capital Management first reported a position in NVDA in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.32M in Q3 2025. 2,606 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Birch Capital Management held 4,586 shares of NVIDIA worth $918K as of Q2 2026.
Birch Capital Management sold 1,900 NVIDIA shares in Q2 2026, an estimated $391K.
NVIDIA made up 0.45% of Birch Capital Management's portfolio in Q2 2026, its #45 holding.
Birch Capital Management first reported a position in NVIDIA in Q4 2019 and has held it in 27 quarters since.
Birch Capital Management's NVIDIA position peaked at $1.32M in Q3 2025.
2,606 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.