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Blackhill Capital’s NVIDIA NVDA Stock Holding History

Blackhill Capital’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 		$28M Hold
139,950
– – 1.16% 7
2026
Q1 		$24.4M Hold
139,950
– – 1.26% 8
2025
Q4 		$26.1M Buy
139,950
+400
+0.3% +$74.5K 1.34% 8
2025
Q3 		$26M Hold
139,550
– – 1.29% 8
2025
Q2 		$22M Hold
139,550
– – 1.27% 8
2025
Q1 		$15.1M Buy
139,550
+250
+0.2% +$31.7K 0.88% 11
2024
Q4 		$18.7M Buy
139,300
+800
+0.6% +$110K 0.97% 10
2024
Q3 		$16.8M Hold
138,500
– – 0.97% 11
2024
Q2 		$17.1M Hold
138,500
– – 1.06% 11
2024
Q1 		$12.5M Buy
138,500
+43,000
+45% +$3.12M 0.72% 12
2023
Q4 		$4.73M Buy
+95,500
New +$4.43M 0.38% 21

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 $3.38T AUM 44.17% 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

Blackhill Capital's NVDA Position: Q2 2026 in Review

Blackhill Capital held its NVIDIA (NVDA) position steady in Q2 2026 at 139,950 shares worth $28M. The position accounts for 1.16% of the portfolio, ranked #7.

Blackhill Capital first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 5,987 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Blackhill Capital held 139,950 shares of NVIDIA worth $28M as of Q2 2026.
  • Blackhill Capital left its NVIDIA share count unchanged in Q2 2026.
  • NVIDIA made up 1.16% of Blackhill Capital's portfolio in Q2 2026, its #7 holding.
  • Blackhill Capital first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 5,987 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Blackhill Capital's 13F filing for Q2 2026, filed 13 Aug 2026.