North Berkeley Wealth Management’s NVIDIA NVDA Stock Holding History

North Berkeley 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	$1.93M	Buy	9,648 +224	+2%	+$46.1K	0.78%	25
2026 Q1	$1.64M	Buy	9,424 +70	+0.7%	+$12.8K	0.87%	26
2025 Q4	$1.74M	Sell	9,354 -1,179	-11%	-$219K	1.03%	21
2025 Q3	$1.97M	Buy	10,533 +23	+0.2%	+$4.01K	1.55%	14
2025 Q2	$1.66M	Buy	10,510 +1,990	+23%	+$250K	1.52%	13
2025 Q1	$923K	Hold	8,520	–	–	0.96%	20
2024 Q4	$1.14M	Buy	+8,520	New	+$1.17M	1.16%	17

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

North Berkeley Wealth Management's NVDA Position: Q2 2026 in Review

North Berkeley Wealth Management increased its NVIDIA (NVDA) stake by 2.4% in Q2 2026, buying an estimated $46.1K and bringing the position to 9,648 shares worth $1.93M. The position accounts for 0.78% of the portfolio, ranked #25.

North Berkeley Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.97M in Q3 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

North Berkeley Wealth Management held 9,648 shares of NVIDIA worth $1.93M as of Q2 2026.
North Berkeley Wealth Management bought 224 NVIDIA shares in Q2 2026, an estimated $46.1K.
NVIDIA made up 0.78% of North Berkeley Wealth Management's portfolio in Q2 2026, its #25 holding.
North Berkeley Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
North Berkeley Wealth Management's NVIDIA position peaked at $1.97M in Q3 2025.
5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.