Bowen Hanes & Co’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $106M | Hold |
609,815
| – | – | 2.59% | 6 |
|
|
2026
Q1 | $106M | Sell |
609,815
-137,730
| -18% | -$25.3M | 2.59% | 6 |
|
|
2025
Q4 | $139M | Sell |
747,545
-52,480
| -7% | -$9.77M | 3.5% | 1 |
|
|
2025
Q3 | $149M | Sell |
800,025
-174,825
| -18% | -$30.5M | 3.74% | 1 |
|
|
2025
Q2 | $154M | Buy |
974,850
+20,940
| +2% | +$2.64M | 3.89% | 1 |
|
|
2025
Q1 | $103M | Sell |
953,910
-50,025
| -5% | -$6.34M | 2.88% | 5 |
|
|
2024
Q4 | $135M | Sell |
1,003,935
-59,480
| -6% | -$8.2M | 3.61% | 1 |
|
|
2024
Q3 | $129M | Sell |
1,063,415
-2,775
| -0.3% | -$328K | 3.39% | 1 |
|
|
2024
Q2 | $132M | Sell |
1,066,190
-124,410
| -10% | -$12.6M | 3.65% | 1 |
|
|
2024
Q1 | $108M | Sell |
1,190,600
-477,750
| -29% | -$34.6M | 3.07% | 1 |
|
|
2023
Q4 | $82.6M | Sell |
1,668,350
-2,550
| -0.2% | -$118K | 2.49% | 5 |
|
|
2023
Q3 | $72.7M | Buy |
1,670,900
+98,500
| +6% | +$4.41M | 2.45% | 6 |
|
|
2023
Q2 | $66.5M | Sell |
1,572,400
-133,150
| -8% | -$4.42M | 2.13% | 8 |
|
|
2023
Q1 | $47.4M | Sell |
1,705,550
-18,250
| -1% | -$395K | 1.63% | 30 |
|
|
2022
Q4 | $25.2M | Buy |
1,723,800
+9,750
| +0.6% | +$143K | 0.89% | 49 |
|
|
2022
Q3 | $20.8M | Sell |
1,714,050
-485,230
| -22% | -$7.67M | 0.8% | 55 |
|
|
2022
Q2 | $33.3M | Buy |
2,199,280
+51,490
| +2% | +$972K | 1.21% | 38 |
|
|
2022
Q1 | $58.6M | Sell |
2,147,790
-212,750
| -9% | -$5.34M | 1.75% | 18 |
|
|
2021
Q4 | $69.4M | Sell |
2,360,540
-638,830
| -21% | -$17.6M | 1.96% | 14 |
|
|
2021
Q3 | $62.1M | Sell |
2,999,370
-306,630
| -9% | -$6.37M | 1.91% | 16 |
|
|
2021
Q2 | $66.1M | Sell |
3,306,000
-313,000
| -9% | -$5.02M | 2.01% | 15 |
|
|
2021
Q1 | $48.3M | Sell |
3,619,000
-386,800
| -10% | -$5.2M | 1.54% | 30 |
|
|
2020
Q4 | $52.3M | Sell |
4,005,800
-277,200
| -6% | -$3.71M | 1.74% | 24 |
|
|
2020
Q3 | $58M | Sell |
4,283,000
-1,226,200
| -22% | -$14.3M | 2.09% | 14 |
|
|
2020
Q2 | $52.3M | Sell |
5,509,200
-1,299,800
| -19% | -$10.5M | 2.11% | 11 |
|
|
2020
Q1 | $44.9M | Buy |
6,809,000
+643,000
| +10% | +$4.06M | 2.2% | 13 |
|
|
2019
Q4 | $36.3M | Buy |
6,166,000
+1,200,000
| +24% | +$6.24M | 1.49% | 32 |
|
|
2019
Q3 | $21.6M | Sell |
4,966,000
-1,011,400
| -17% | -$4.25M | 0.92% | 50 |
|
|
2019
Q2 | $24.5M | Buy |
+5,977,400
| New | +$24.8M | 1.06% | 45 |
|
Other funds holding NVDA
Bowen Hanes & Co's NVDA Position: Q2 2026 in Review
Bowen Hanes & Co held its NVIDIA (NVDA) position steady in Q2 2026 at 609,815 shares worth $106M. The position accounts for 2.59% of the portfolio, ranked #6.
Bowen Hanes & Co first reported a position in NVDA in Q2 2019 and has held it in 29 quarters since. The position peaked at $154M in Q2 2025. 5,978 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.
- Bowen Hanes & Co held 609,815 shares of NVIDIA worth $106M as of Q2 2026.
- Bowen Hanes & Co left its NVIDIA share count unchanged in Q2 2026.
- NVIDIA made up 2.59% of Bowen Hanes & Co's portfolio in Q2 2026, its #6 holding.
- Bowen Hanes & Co first reported a position in NVIDIA in Q2 2019 and has held it in 29 quarters since.
- Bowen Hanes & Co's NVIDIA position peaked at $154M in Q2 2025.
- 5,978 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.
Based on Bowen Hanes & Co's 13F filing for Q2 2026, filed 13 Aug 2026.