BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s NVIDIA NVDA Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$73.4M	Sell	366,777 -27,057	-7%	-$5.56M	9.87%	1
2026 Q1	$68.7M	Sell	393,834 -2,281	-0.6%	-$418K	9.27%	1
2025 Q4	$73.9M	Buy	396,115 +899	+0.2%	+$167K	9.73%	1
2025 Q3	$73.7M	Buy	395,216 +6,650	+2%	+$1.16M	10.44%	1
2025 Q2	$61.4M	Sell	388,566 -445	-0.1%	-$56K	9.63%	1
2025 Q1	$42.2M	Sell	389,011 -34,284	-8%	-$4.35M	6.99%	1
2024 Q4	$56.8M	Sell	423,295 -749	-0.2%	-$103K	9.62%	1
2024 Q3	$51.5M	Buy	+424,044	New	+$50.1M	8.13%	1

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 $3.38T AUM 44.17% 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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s NVDA Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its NVIDIA (NVDA) stake by 6.9% in Q2 2026, selling an estimated $5.56M and leaving 366,777 shares worth $73.4M. The position accounts for 9.87% of the portfolio, ranked #1.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in NVDA in Q3 2024 and has held it in 8 quarters since. The position peaked at $73.9M in Q4 2025. 6,009 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 366,777 shares of NVIDIA worth $73.4M as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 27,057 NVIDIA shares in Q2 2026, an estimated $5.56M.
NVIDIA made up 9.87% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #1 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in NVIDIA in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s NVIDIA position peaked at $73.9M in Q4 2025.
6,009 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.