NVDA NVIDIA CORP

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  35 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported NVIDIA CORP (NVDA) in 35 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.69% in 2025 Q4. The latest visible filing shows NVDA at 5.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in NVIDIA CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NVDA was reported at 5.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.69% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BALDWIN WEALTH PARTNERS LLC/MA held NVDA — position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 476,882 +39,092 +8.9% 5.69% $88.9M 2026-02-14 (Est.) $182.80
2025 Q3 REDUCED 437,790 -10,194 -2.3% 5.32% $81.7M 2025-10-14 $180.01
2025 Q2 REDUCED 447,984 -31,285 -6.5% 4.81% $70.8M 2025-07-24 $173.71
2025 Q1 REDUCED 479,269 -14,144 -2.9% 3.64% $51.9M 2025-04-14 $110.68
2024 Q4 REDUCED 493,413 -19,129 -3.7% 4.58% $66.3M 2025-01-22 $147.02
2024 Q3 ADDED 512,542 +83,108 +19.4% 4.24% $62.2M 2024-10-16 $135.67
2024 Q2 ADDED 429,434 +381,401 +794.0% 4.13% $53.1M 2024-07-12 $129.18
2024 Q1 REDUCED 48,033 -4,278 -8.2% 3.27% $43.4M 2024-04-12 $88.14
2023 Q4 REDUCED 52,311 -3,072 -5.5% 2.04% $25.9M 2024-01-08 $52.22
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and NVDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning NVDA?

BALDWIN WEALTH PARTNERS LLC/MA reported NVDA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NVDA position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for NVDA was 5.69% in 2025 Q4.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q4, when BALDWIN WEALTH PARTNERS LLC/MA reported 476,882 shares, equal to 5.69% of portfolio, with an estimated market value of $88.9M.

What does the chart on this NVDA ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly NVDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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