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Beta Wealth Group, Inc.

SEC CIK
0001594417
Latest filing
Jul 24, 2026

NVDA holding history

NVIDIA Corp in every 13F filed by Beta Wealth Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NVDA overviewAll 13F holders of NVDAFull Q2 2026 holdings

Shares (Q2 2026)
8,657
Value
$1.73M
% of portfolio
0.6%
Quarters held
13
Since Q2 2023
Holdings of NVDA by Beta Wealth Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,657$1.73M0.6%−700−7.5%ReducedHolders
Q1 20269,357$1.63M0.7%+173+1.9%AddedHolders
Q4 20259,184$1.71M0.7%−13−0.1%ReducedHolders
Q3 20259,197$1.72M0.7%−1,797−16.3%ReducedHolders
Q2 202510,994$1.74M0.6%−1,490−11.9%ReducedHolders
Q1 202512,484$1.35M0.5%−8,287−39.9%ReducedHolders
Q4 202420,771$2.79M1.2%−690−3.2%ReducedHolders
Q3 202421,461$2.61M1.2%+10,069+88.4%AddedHolders
Q2 202411,392$1.41M0.7%+6,402+128.3%AddedConverted for a 10-for-1 splitHolders
Q1 2024499$450.5K0.2%+30+6.4%AddedHolders
Q4 2023469$232.1K0.1%−11−2.3%ReducedHolders
Q3 2023480$208.6K0.1%−28−5.5%ReducedHolders
Q2 2023508$214.7K0.1%+508NewHolders