Birchbrook’s NVIDIA NVDA Stock Holding History

Birchbrook’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	$2.12M	Sell	10,601 -422	-4%	-$86.8K	1%	20
2026 Q1	$1.92M	Buy	11,023 +71	+0.6%	+$13K	0.94%	21
2025 Q4	$2.04M	Sell	10,952 -457	-4%	-$85.1K	1.02%	21
2025 Q3	$2.13M	Sell	11,409 -25	-0.2%	-$4.36K	1.1%	19
2025 Q2	$1.81M	Buy	11,434 +2,928	+34%	+$368K	0.97%	21
2025 Q1	$922K	Buy	8,506 +15	+0.2%	+$1.9K	0.52%	38
2024 Q4	$1.14M	Sell	8,491 -20	-0.2%	-$2.76K	0.65%	34
2024 Q3	$1.03M	Buy	8,511 +1,426	+20%	+$168K	0.57%	39
2024 Q2	$875K	Buy	7,085 +6,235	+734%	+$630K	0.53%	36
2024 Q1	$76.8K	Sell	850 -950	-53%	-$68.9K	0.05%	104
2023 Q4	$89.1K	Buy	+1,800	New	+$83.4K	0.06%	98

Other funds holding NVDA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Birchbrook's NVDA Position: Q2 2026 in Review

Birchbrook reduced its NVIDIA (NVDA) stake by 3.8% in Q2 2026, selling an estimated $86.8K and leaving 10,601 shares worth $2.12M. The position accounts for 1% of the portfolio, ranked #20.

Birchbrook first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.13M in Q3 2025. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Birchbrook held 10,601 shares of NVIDIA worth $2.12M as of Q2 2026.
Birchbrook sold 422 NVIDIA shares in Q2 2026, an estimated $86.8K.
NVIDIA made up 1% of Birchbrook's portfolio in Q2 2026, its #20 holding.
Birchbrook first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
Birchbrook's NVIDIA position peaked at $2.13M in Q3 2025.
2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.