NVDA β€” Nvidia Corp

Ownership history in BARTLETT & CO. WEALTH MANAGEMENT LLC  Β·  9 quarters on record

AI Ownership Summary

BARTLETT & CO. WEALTH MANAGEMENT LLC reported Nvidia Corp (NVDA) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.75% in 2025 Q4. The latest visible filing shows NVDA at 2.75% 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.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BARTLETT & CO. WEALTH MANAGEMENT LLC'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 2.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.75% 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 BARTLETT & CO. WEALTH MANAGEMENT LLC held NVDA β€” position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,128,349 +17,278 +1.6% 2.75% $210.4M 2026-02-14 (Est.) $182.80
2025 Q3 ADDED 1,111,071 +7,681 +0.7% 2.74% $207.3M 2025-10-09 $192.55
2025 Q2 ADDED 1,103,390 +80,997 +7.9% 2.43% $174.3M 2025-07-18 $172.38
2025 Q1 ADDED 1,022,393 +190,371 +22.9% 1.63% $110.8M 2025-04-24 $106.40
2024 Q4 ADDED 832,022 +83,233 +11.1% 1.62% $111.7M 2025-01-17 $137.66
2024 Q3 ADDED 748,789 +97,975 +15.1% 1.31% $90.9M 2024-10-17 $136.88
2024 Q2 ADDED 650,814 +599,695 +1173.1% 1.22% $80.4M 2024-07-12 $129.18
2024 Q1 ADDED 51,119 +51,036 +61489.2% 0.71% $46.2M 2024-05-09 $88.70
2023 Q4 INITIATED 83 β€” β€” 0.00% $44K 2024-02-14 $73.85

FAQ About BARTLETT & CO. WEALTH MANAGEMENT LLC and NVDA

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

How long has BARTLETT & CO. WEALTH MANAGEMENT LLC reported owning NVDA?

BARTLETT & CO. WEALTH MANAGEMENT LLC reported NVDA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NVDA position in BARTLETT & CO. WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for NVDA was 2.75% in 2025 Q4.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q4, when BARTLETT & CO. WEALTH MANAGEMENT LLC reported 1,128,349 shares, equal to 2.75% of portfolio, with an estimated market value of $210.4M.

What does the chart on this NVDA ownership page compare?

The chart compares BARTLETT & CO. WEALTH MANAGEMENT LLC'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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