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Birchcreek Wealth Management’s NVIDIA NVDA Stock Holding History

Birchcreek 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
Q1 		$3.05M Sell
17,463
-788
-4% -$145K 1.47% 14
2025
Q4 		$3.4M Sell
18,251
-1,045
-5% -$195K 1.67% 13
2025
Q3 		$3.6M Sell
19,296
-1,358
-7% -$237K 1.86% 13
2025
Q2 		$3.26M Buy
20,654
+1,199
+6% +$151K 1.85% 14
2025
Q1 		$2.11M Buy
19,455
+456
+2% +$57.8K 1.33% 15
2024
Q4 		$2.55M Sell
18,999
-2,221
-10% -$306K 1.6% 14
2024
Q3 		$2.58M Sell
21,220
-4,123
-16% -$487K 1.69% 14
2024
Q2 		$3.13M Sell
25,343
-7,507
-23% -$759K 1.76% 14
2024
Q1 		$2.97M Sell
32,850
-8,520
-21% -$618K 1.56% 13
2023
Q4 		$2.05M Buy
41,370
+2,330
+6% +$108K 1.23% 19
2023
Q3 		$1.7M Buy
39,040
+550
+1% +$24.6K 1.15% 22
2023
Q2 		$1.63M Sell
38,490
-8,110
-17% -$269K 1.14% 21
2023
Q1 		$1.29M Sell
46,600
-3,660
-7% -$79.2K 1.02% 27
2022
Q4 		$735K Buy
50,260
+1,650
+3% +$24.2K 0.65% 45
2022
Q3 		$590K Buy
48,610
+20
+0% +$316 0.55% 49
2022
Q2 		$737K Buy
48,590
+16,070
+49% +$303K 0.66% 45
2022
Q1 		$887K Buy
32,520
+1,500
+5% +$37.6K 0.79% 37
2021
Q4 		$912K Sell
31,020
-1,300
-4% -$35.8K 0.8% 33
2021
Q3 		$670K Buy
32,320
+480
+2% +$9.97K 0.62% 43
2021
Q2 		$637K Sell
31,840
-1,680
-5% -$26.9K 0.61% 44
2021
Q1 		$447K Buy
33,520
+4,000
+14% +$53.8K 0.47% 53
2020
Q4 		$385K Buy
+29,520
New +$395K 0.38% 61

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Birchcreek Wealth Management's NVDA Position: Q1 2026 in Review

Birchcreek Wealth Management reduced its NVIDIA (NVDA) stake by 4.3% in Q1 2026, selling an estimated $145K and leaving 17,463 shares worth $3.05M. The position accounts for 1.47% of the portfolio, ranked #14.

Birchcreek Wealth Management first reported a position in NVDA in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.6M in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Birchcreek Wealth Management held 17,463 shares of NVIDIA worth $3.05M as of Q1 2026.
  • Birchcreek Wealth Management sold 788 NVIDIA shares in Q1 2026, an estimated $145K.
  • NVIDIA made up 1.47% of Birchcreek Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Birchcreek Wealth Management first reported a position in NVIDIA in Q4 2020 and has held it in 22 quarters since.
  • Birchcreek Wealth Management's NVIDIA position peaked at $3.6M in Q3 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.