Bartlett & CO. Wealth Management LLC Has $207.54 Million Holdings in NVIDIA Corporation $NVDA

Posted by Stanley Muller on Jul 30th, 2026

Bartlett & CO. Wealth Management LLC lifted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 5.5% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,190,051 shares of the computer hardware maker’s stock after buying an additional 61,702 shares during the period. NVIDIA comprises approximately 2.7% of Bartlett & CO. Wealth Management LLC’s investment portfolio, making the stock its 7th biggest position. Bartlett & CO. Wealth Management LLC’s holdings in NVIDIA were worth $207,545,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of NVDA. Brighton Jones LLC grew its holdings in shares of NVIDIA by 12.4% during the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after purchasing an additional 35,815 shares during the last quarter. Bank Pictet & Cie Europe AG raised its holdings in NVIDIA by 1.0% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock valued at $315,100,000 after buying an additional 22,929 shares during the last quarter. Highview Capital Management LLC DE boosted its position in NVIDIA by 6.7% during the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock worth $7,842,000 after buying an additional 3,653 shares during the period. Hudson Value Partners LLC lifted its holdings in shares of NVIDIA by 30.7% during the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock worth $6,805,000 after purchasing an additional 11,900 shares during the period. Finally, Wealth Group Ltd. raised its position in shares of NVIDIA by 15.7% during the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock worth $715,000 after acquiring an additional 896 shares during the last quarter. 65.27% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

NVDA has been the topic of several recent analyst reports. Barclays restated an “overweight” rating on shares of NVIDIA in a report on Thursday, May 21st. Craig Hallum lifted their price objective on NVIDIA from $245.00 to $275.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Citic Securities boosted their price objective on NVIDIA from $242.00 to $315.00 and gave the company a “buy” rating in a research note on Friday, May 22nd. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $255.00 target price (up from $220.00) on shares of NVIDIA in a research report on Thursday, May 21st. Finally, Truist Financial raised their target price on NVIDIA from $287.00 to $307.00 and gave the stock a “buy” rating in a research note on Thursday, May 21st. Three equities research analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $304.26.

View Our Latest Report on NVIDIA

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Strong AI demand remains evident across NVIDIA’s ecosystem. Partner SK Hynix reported a more than sixfold increase in quarterly operating profit, driven by advanced-memory demand from AI data centers, while its relationship with NVIDIA and HBM supply commitments support continued demand for NVIDIA systems. SK Hynix posts sixfold rise in Q2 profit on AI chip demand
Positive Sentiment: Analysts continue to see substantial upside, with 26 recent price targets carrying a median of $308.50. Erste Group also modestly raised its fiscal 2027 and fiscal 2028 earnings estimates, reinforcing the case that long-term AI growth remains intact.
Positive Sentiment: NVIDIA will report fiscal second-quarter 2027 results on August 26. The scheduled release gives investors a clear near-term catalyst and an opportunity to evaluate demand, margins and the impact of new products. NVIDIA Sets Conference Call for Second-Quarter Financial Results
Neutral Sentiment: Reports that NVIDIA may be backing major OpenAI and Texas data-center projects highlight potential for additional chip demand, but the proposed financing arrangements also increase NVIDIA’s exposure to customers’ capital needs and execution risks. Nvidia behind $50 billion lease on Texas data center
Negative Sentiment: Investors are concerned that circular financing and credit risks could make AI infrastructure spending less durable. Warnings about NVIDIA’s proposed OpenAI backstop, losses at leveraged AI-cloud companies and rising borrowing costs have pressured the broader AI trade. NVIDIA’s OpenAI Backstop Puts AI Financing Risk in Focus
Negative Sentiment: Geopolitical and competitive risks remain a major overhang. Reports of a Taiwan detention involving an NVIDIA employee in a Super Micro China-export investigation, along with faster Chinese AI development, are renewing concerns about export controls and market access. Taiwan detains Nvidia employee in Super Micro probe
Negative Sentiment: Market commentary also points to concentrated insider selling: reported NVIDIA insiders made no open-market purchases and 69 sales over the past six months. Although transactions may be scheduled, the imbalance can weigh on sentiment when valuation expectations are high.
Negative Sentiment: Broad semiconductor selling and skepticism about AI spending have left NVIDIA below the psychologically important $200 level and below its 50-day moving average, signaling cautious short-term momentum despite strong underlying earnings growth.

NVIDIA Trading Down 3.6%

NASDAQ:NVDA opened at $190.01 on Thursday. NVIDIA Corporation has a 52 week low of $164.07 and a 52 week high of $236.54. The firm has a 50-day moving average price of $206.20 and a two-hundred day moving average price of $196.01. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44. The firm has a market cap of $4.60 trillion, a price-to-earnings ratio of 29.10, a price-to-earnings-growth ratio of 0.38 and a beta of 2.21.

NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.76 by $0.11. The firm had revenue of $81.61 billion during the quarter, compared to analyst estimates of $78.42 billion. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The business’s revenue was up 85.2% compared to the same quarter last year. During the same period last year, the firm posted $0.81 EPS. On average, equities analysts expect that NVIDIA Corporation will post 8.79 earnings per share for the current fiscal year.

NVIDIA Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Thursday, June 4th were issued a $0.25 dividend. This is a boost from NVIDIA’s previous quarterly dividend of $0.01. The ex-dividend date of this dividend was Thursday, June 4th. This represents a $1.00 annualized dividend and a yield of 0.5%. NVIDIA’s payout ratio is 15.31%.

NVIDIA declared that its board has initiated a share repurchase program on Wednesday, May 20th that permits the company to repurchase $80.00 billion in shares. This repurchase authorization permits the computer hardware maker to repurchase up to 1.5% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s management believes its shares are undervalued.

Insider Activity at NVIDIA

In related news, Director Stephen C. Neal sold 15,500 shares of the business’s stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $215.73, for a total transaction of $3,343,815.00. Following the completion of the transaction, the director owned 116,135 shares of the company’s stock, valued at approximately $25,053,803.55. The trade was a 11.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Mark A. Stevens sold 885,000 shares of the business’s stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $210.17, for a total transaction of $186,000,450.00. Following the transaction, the director owned 5,207,271 shares of the company’s stock, valued at $1,094,412,146.07. This trade represents a 14.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 1,901,125 shares of company stock worth $410,583,015. Corporate insiders own 3.94% of the company’s stock.

About NVIDIA

(Free Report)

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.