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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
Q2 		$3.75M Buy
18,738
+1,275
+7% +$262K 1.46% 15
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 $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

Birchcreek Wealth Management's NVDA Position: Q2 2026 in Review

Birchcreek Wealth Management increased its NVIDIA (NVDA) stake by 7.3% in Q2 2026, buying an estimated $262K and bringing the position to 18,738 shares worth $3.75M. The position accounts for 1.46% of the portfolio, ranked #15.

Birchcreek Wealth Management first reported a position in NVDA in Q4 2020 and has held it in 23 quarters since. 5,964 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Birchcreek Wealth Management held 18,738 shares of NVIDIA worth $3.75M as of Q2 2026.
  • Birchcreek Wealth Management bought 1,275 NVIDIA shares in Q2 2026, an estimated $262K.
  • NVIDIA made up 1.46% of Birchcreek Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Birchcreek Wealth Management first reported a position in NVIDIA in Q4 2020 and has held it in 23 quarters since.
  • 5,964 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.