Blue Bell Private Wealth Management’s NVIDIA NVDA Stock Holding History

Blue Bell Private 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	$2.75M	Sell	13,756 -269	-2%	-$55.3K	0.34%	53
2026 Q1	$2.45M	Buy	14,025 +972	+7%	+$178K	0.35%	53
2025 Q4	$2.43M	Buy	13,053 +715	+6%	+$133K	0.36%	46
2025 Q3	$2.3M	Buy	12,338 +1,754	+17%	+$306K	0.35%	51
2025 Q2	$1.67M	Buy	10,584 +637	+6%	+$80.2K	0.28%	64
2025 Q1	$1.08M	Sell	9,947 -50	-0.5%	-$6.34K	0.2%	76
2024 Q4	$1.34M	Sell	9,997 -423	-4%	-$58.3K	0.26%	66
2024 Q3	$1.27M	Buy	10,420 +551	+6%	+$65.1K	0.24%	70
2024 Q2	$1.22M	Buy	9,869 +439	+5%	+$44.4K	0.25%	66
2024 Q1	$852K	Sell	9,430 -740	-7%	-$53.6K	0.18%	78
2023 Q4	$504K	Sell	10,170 -230	-2%	-$10.7K	0.12%	97
2023 Q3	$452K	Buy	10,400 +490	+5%	+$22K	0.12%	94
2023 Q2	$419K	Buy	9,910 +2,450	+33%	+$81.3K	0.11%	96
2023 Q1	$207K	Buy	7,460 +800	+12%	+$17.3K	0.06%	120
2022 Q4	$97.3K	Sell	6,660 -540	-8%	-$7.92K	0.03%	166
2022 Q3	$87K	Sell	7,200 -1,260	-15%	-$19.9K	0.03%	171
2022 Q2	$128K	Buy	8,460 +550	+7%	+$10.4K	0.04%	137
2022 Q1	$216K	Buy	7,910 +360	+5%	+$9.03K	0.06%	102
2021 Q4	$222K	Buy	+7,550	New	+$208K	0.06%	98
2020 Q3	–	Sell	-5,560	Closed	-$50K	–	196
2020 Q2	$50K	Buy	+5,560	New	+$45K	0.02%	105

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blue Bell Private Wealth Management's NVDA Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its NVIDIA (NVDA) stake by 1.9% in Q2 2026, selling an estimated $55.3K and leaving 13,756 shares worth $2.75M. The position accounts for 0.34% of the portfolio, ranked #53.

Blue Bell Private Wealth Management first reported a position in NVDA in Q2 2020 and has held it in 20 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Blue Bell Private Wealth Management held 13,756 shares of NVIDIA worth $2.75M as of Q2 2026.
Blue Bell Private Wealth Management sold 269 NVIDIA shares in Q2 2026, an estimated $55.3K.
NVIDIA made up 0.34% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #53 holding.
Blue Bell Private Wealth Management first reported a position in NVIDIA in Q2 2020 and has held it in 20 quarters since.
5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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