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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
Q2 		$21M Buy
105,122
+270
+0.3% +$55.5K 4.25% 9
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Act Two Investors's NVDA Position: Q2 2026 in Review

Act Two Investors increased its NVIDIA (NVDA) stake by 0.26% in Q2 2026, buying an estimated $55.5K and bringing the position to 105,122 shares worth $21M. The position accounts for 4.25% of the portfolio, ranked #9.

Act Two Investors first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Act Two Investors held 105,122 shares of NVIDIA worth $21M as of Q2 2026.
  • Act Two Investors bought 270 NVIDIA shares in Q2 2026, an estimated $55.5K.
  • NVIDIA made up 4.25% of Act Two Investors's portfolio in Q2 2026, its #9 holding.
  • Act Two Investors first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • 5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Act Two Investors's 13F filing for Q2 2026, filed 10 Aug 2026.