Number of Shares
1.10 Mil
Current Holdings Value*
$174.34 Mil
% of Portfolio
2.43%
Total Estimate Gain
$86.98 Mil
% of Total Estimate Gain
84.18%

BARTLETT & CO. WEALTH MANAGEMENT LLC's NVIDIA Corp Holding Summary

As of 2025-06-30, BARTLETT & CO. WEALTH MANAGEMENT LLC held 1.10 Mil shares of NVIDIA Corp(NVDA), totaling $174.34 Mil. This investment constitutes 2.43% of their stock portfolio, and BARTLETT & CO. WEALTH MANAGEMENT LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2019Q3. And since then BARTLETT & CO. WEALTH MANAGEMENT LLC has made 18 purchases of NVDA, at an average price of $93.00, for a total of 1.11 Mil shares. In addition, there have been 2 sales at an average price of $8.70 for 7,630.00 shares. Based on historical transaction data and NVDA's current price of $172.41, BARTLETT & CO. WEALTH MANAGEMENT LLC's estimated gain on his NVDA holdings is $86.98 Mil, reflecting a 84.18% gain to date.

BARTLETT & CO. WEALTH MANAGEMENT LLC NVDA ($172.41) Holding Chart

BARTLETT & CO. WEALTH MANAGEMENT LLC NVDA ($172.41) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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