Bogart Wealth LLC
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Bogart Wealth LLC’s NVIDIA NVDA Stock Holding History

Bogart Wealth LLC’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
Q3 		$42.6M Buy
186,675
+7,836
+4% +$1.68M 1.4% 17
2026
Q2 		$35.8M Buy
178,839
+9,767
+6% +$2.01M 1.23% 18
2026
Q1 		$29.5M Buy
169,072
+10,079
+6% +$1.85M 1.14% 19
2025
Q4 		$29.7M Buy
158,993
+3,009
+2% +$560K 1.19% 19
2025
Q3 		$29.1M Sell
155,984
-28,886
-16% -$5.04M 1.18% 18
2025
Q2 		$29.2M Sell
184,870
-2,375
-1% -$299K 1.25% 18
2025
Q1 		$20.3M Buy
187,245
+66,101
+55% +$8.38M 0.96% 19
2024
Q4 		$16.3M Buy
121,144
+783
+0.7% +$108K 0.77% 23
2024
Q3 		$14.6M Buy
120,361
+3,798
+3% +$449K 0.69% 26
2024
Q2 		$14.4M Buy
116,563
+5,163
+5% +$522K 0.73% 21
2024
Q1 		$10.1M Buy
111,400
+5,730
+5% +$415K 0.52% 44
2023
Q4 		$5.23M Buy
105,670
+9,500
+10% +$440K 0.3% 82
2023
Q3 		$4.18M Buy
96,170
+88,720
+1,191% +$3.97M 0.26% 90
2023
Q2 		$315K Sell
7,450
-100
-1% -$3.32K 0.02% 170
2023
Q1 		$210K Sell
7,550
-480
-6% -$10.4K 0.01% 177
2022
Q4 		$117K Sell
8,030
-7,340
-48% -$108K 0.01% 215
2022
Q3 		$187K Buy
15,370
+10,320
+204% +$163K 0.02% 175
2022
Q2 		$77K Buy
5,050
+620
+14% +$11.7K 0.01% 234
2022
Q1 		$121K Buy
4,430
+1,010
+30% +$25.3K 0.01% 190
2021
Q4 		$101K Sell
3,420
-340
-9% -$9.36K 0.01% 201
2021
Q3 		$78K Buy
3,760
+1,280
+52% +$26.6K 0.01% 211
2021
Q2 		$50K Hold
2,480
– – 0.01% 240
2021
Q1 		$33K Buy
2,480
+160
+7% +$2.15K ﹤0.01% 265
2020
Q4 		$30K Buy
2,320
+680
+41% +$9.1K 0.01% 234
2020
Q3 		$22K Hold
1,640
– – ﹤0.01% 251
2020
Q2 		$16K Buy
+1,640
New +$13.3K ﹤0.01% 251
2018
Q3 		– Sell
-400
Closed -$2K – 345
2018
Q2 		$2K Buy
+400
New +$2.43K ﹤0.01% 318

Other funds holding NVDA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Bogart Wealth LLC's NVDA Position: Q3 2026 in Review

Bogart Wealth LLC increased its NVIDIA (NVDA) stake by 4.4% in Q3 2026, buying an estimated $1.68M and bringing the position to 186,675 shares worth $42.6M. The position accounts for 1.4% of the portfolio, ranked #17.

Bogart Wealth LLC first reported a position in NVDA in Q2 2018 and has held it in 27 quarters since. 5,269 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Bogart Wealth LLC held 186,675 shares of NVIDIA worth $42.6M as of Q3 2026.
  • Bogart Wealth LLC bought 7,836 NVIDIA shares in Q3 2026, an estimated $1.68M.
  • NVIDIA made up 1.4% of Bogart Wealth LLC's portfolio in Q3 2026, its #17 holding.
  • Bogart Wealth LLC first reported a position in NVIDIA in Q2 2018 and has held it in 27 quarters since.
  • 5,269 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Bogart Wealth LLC's 13F filing for Q3 2026, filed 10 Nov 2026.