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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

North Berkeley Wealth Management's NVDA Position: Q1 2026 in Review

North Berkeley Wealth Management increased its NVIDIA (NVDA) stake by 0.75% in Q1 2026, buying an estimated $12.8K and bringing the position to 9,424 shares worth $1.64M. The position accounts for 0.87% of the portfolio, ranked #26.

North Berkeley Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.97M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • North Berkeley Wealth Management held 9,424 shares of NVIDIA worth $1.64M as of Q1 2026.
  • North Berkeley Wealth Management bought 70 NVIDIA shares in Q1 2026, an estimated $12.8K.
  • NVIDIA made up 0.87% of North Berkeley Wealth Management's portfolio in Q1 2026, its #26 holding.
  • North Berkeley Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • North Berkeley Wealth Management's NVIDIA position peaked at $1.97M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.