Aptus Capital Advisors’s NVIDIA NVDA Stock Holding History

Aptus Capital Advisors’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
2025 Q3	–	Sell	-2,500,000	Closed	-$395M	–	1644
2025 Q2	$395M	Buy	+2,500,000	New	+$315M	3.22%	3
2025 Q1	–	Sell	-1,000,000	Closed	-$134M	–	1481
2024 Q4	$134M	Buy	+1,000,000	New	+$138M	1.41%	10
2020 Q4	–	Sell	-920,000	Closed	-$12.4M	–	510
2020 Q3	$12.4M	Sell	920,000 -1,080,000	-54%	-$12.6M	0.66%	37
2020 Q2	$19M	Buy	2,000,000 +1,020,000	+104%	+$8.25M	1.19%	27
2020 Q1	$6.46M	Sell	980,000 -1,060,000	-52%	-$6.69M	0.56%	30
2019 Q4	$12M	Buy	+2,040,000	New	+$10.6M	0.85%	34

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aptus Capital Advisors's NVDA Position: Q1 2026 in Review

Aptus Capital Advisors reduced its NVIDIA (NVDA) stake by 6% in Q1 2026, selling an estimated $19.5M and leaving 1,669,283 shares worth $291M. The position accounts for 2.29% of the portfolio, ranked #6.

Aptus Capital Advisors first reported a position in NVDA in Q1 2019 and has held it in 29 quarters since. The position peaked at $331M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Aptus Capital Advisors held 1,669,283 shares of NVIDIA worth $291M as of Q1 2026.
Aptus Capital Advisors sold 106,151 NVIDIA shares in Q1 2026, an estimated $19.5M.
NVIDIA made up 2.29% of Aptus Capital Advisors's portfolio in Q1 2026, its #6 holding.
Aptus Capital Advisors first reported a position in NVIDIA in Q1 2019 and has held it in 29 quarters since.
Aptus Capital Advisors's NVIDIA position peaked at $331M in Q4 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.