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Act Two Investors’s NVIDIA NVDA Stock Holding History

Act Two Investors’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.3M Buy
104,852
+937
+0.9% +$172K 4.04% 11
2025
Q4 		$19.4M Sell
103,915
-2,785
-3% -$518K 3.49% 11
2025
Q3 		$19.9M Sell
106,700
-428
-0.4% -$74.6K 3.53% 13
2025
Q2 		$16.9M Sell
107,128
-1,085
-1% -$137K 3.45% 12
2025
Q1 		$11.7M Buy
108,213
+104,903
+3,169% +$13.3M 2.49% 14
2024
Q4 		$445K Hold
3,310
– – 0.09% 41
2024
Q3 		$402K Hold
3,310
– – 0.08% 41
2024
Q2 		$409K Hold
3,310
– – 0.08% 41
2024
Q1 		$299K Buy
+3,310
New +$240K 0.06% 45

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Act Two Investors's NVDA Position: Q1 2026 in Review

Act Two Investors increased its NVIDIA (NVDA) stake by 0.9% in Q1 2026, buying an estimated $172K and bringing the position to 104,852 shares worth $18.3M. The position accounts for 4.04% of the portfolio, ranked #11.

Act Two Investors first reported a position in NVDA in Q1 2024 and has held it in 9 quarters since. The position peaked at $19.9M in Q3 2025. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Act Two Investors held 104,852 shares of NVIDIA worth $18.3M as of Q1 2026.
  • Act Two Investors bought 937 NVIDIA shares in Q1 2026, an estimated $172K.
  • NVIDIA made up 4.04% of Act Two Investors's portfolio in Q1 2026, its #11 holding.
  • Act Two Investors first reported a position in NVIDIA in Q1 2024 and has held it in 9 quarters since.
  • Act Two Investors's NVIDIA position peaked at $19.9M in Q3 2025.
  • 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Act Two Investors's 13F filing for Q1 2026, filed 8 May 2026.