Blue Fin Capital’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $99.3M | Sell |
569,190
-6,847
| -1% | -$1.26M | 16.28% | 1 |
|
|
2025
Q4 | $107M | Sell |
576,037
-44,607
| -7% | -$8.3M | 16.66% | 1 |
|
|
2025
Q3 | $116M | Sell |
620,644
-49,266
| -7% | -$8.59M | 18.21% | 1 |
|
|
2025
Q2 | $106M | Buy |
669,910
+1,746
| +0.3% | +$220K | 18.02% | 1 |
|
|
2025
Q1 | $72.4M | Sell |
668,164
-27,370
| -4% | -$3.47M | 14.05% | 1 |
|
|
2024
Q4 | $93.4M | Sell |
695,534
-9,317
| -1% | -$1.28M | 17.21% | 1 |
|
|
2024
Q3 | $85.6M | Sell |
704,851
-11,376
| -2% | -$1.34M | 16.27% | 1 |
|
|
2024
Q2 | $88.5M | Sell |
716,227
-30,293
| -4% | -$3.06M | 17.67% | 1 |
|
|
2024
Q1 | $67.5M | Sell |
746,520
-36,800
| -5% | -$2.67M | 15.04% | 1 |
|
|
2023
Q4 | $38.8M | Buy |
783,320
+3,030
| +0.4% | +$140K | 9.96% | 2 |
|
|
2023
Q3 | $33.9M | Sell |
780,290
-5,730
| -0.7% | -$257K | 9.91% | 2 |
|
|
2023
Q2 | $33.3M | Sell |
786,020
-13,610
| -2% | -$452K | 9.5% | 2 |
|
|
2023
Q1 | $22M | Sell |
799,630
-5,420
| -0.7% | -$117K | 7.12% | 3 |
|
|
2022
Q4 | $11.8M | Sell |
805,050
-13,790
| -2% | -$202K | 4.31% | 3 |
|
|
2022
Q3 | $9.94M | Sell |
818,840
-7,470
| -0.9% | -$118K | 3.75% | 5 |
|
|
2022
Q2 | $12.5M | Sell |
826,310
-6,850
| -0.8% | -$129K | 4.44% | 4 |
|
|
2022
Q1 | $22.7M | Buy |
833,160
+9,430
| +1% | +$237K | 6.59% | 3 |
|
|
2021
Q4 | $24.2M | Sell |
823,730
-8,380
| -1% | -$231K | 6.71% | 3 |
|
|
2021
Q3 | $17.2M | Buy |
832,110
+4,790
| +0.6% | +$99.5K | 5.26% | 4 |
|
|
2021
Q2 | $16.5M | Buy |
827,320
+26,320
| +3% | +$422K | 5.1% | 4 |
|
|
2021
Q1 | $10.7M | Buy |
801,000
+59,400
| +8% | +$798K | 3.66% | 6 |
|
|
2020
Q4 | $9.68M | Buy |
741,600
+58,760
| +9% | +$787K | 3.46% | 6 |
|
|
2020
Q3 | $9.24M | Buy |
682,840
+19,760
| +3% | +$230K | 3.74% | 5 |
|
|
2020
Q2 | $6.3M | Buy |
663,080
+46,160
| +7% | +$373K | 2.79% | 8 |
|
|
2020
Q1 | $4.07M | Buy |
616,920
+197,920
| +47% | +$1.25M | 2.24% | 10 |
|
|
2019
Q4 | $2.46M | Buy |
419,000
+26,240
| +7% | +$136K | 1.16% | 21 |
|
|
2019
Q3 | $1.71M | Buy |
392,760
+30,920
| +9% | +$130K | 0.89% | 32 |
|
|
2019
Q2 | $1.49M | Buy |
361,840
+74,440
| +26% | +$309K | 0.77% | 40 |
|
|
2019
Q1 | $1.29M | Buy |
287,400
+96,760
| +51% | +$375K | 0.68% | 47 |
|
|
2018
Q4 | $636K | Buy |
190,640
+3,800
| +2% | +$18.2K | 0.38% | 72 |
|
|
2018
Q3 | $1.31M | Buy |
186,840
+34,120
| +22% | +$222K | 0.65% | 47 |
|
|
2018
Q2 | $904K | Buy |
152,720
+14,200
| +10% | +$86.3K | 0.48% | 62 |
|
|
2018
Q1 | $801K | Buy |
138,520
+2,400
| +2% | +$14.1K | 0.45% | 63 |
|
|
2017
Q4 | $658K | Buy |
136,120
+55,400
| +69% | +$275K | 0.38% | 70 |
|
|
2017
Q3 | $360K | Buy |
+80,720
| New | +$336K | 0.22% | 102 |
|
Other funds holding NVDA
VCM
VPM
Blue Fin Capital's NVDA Position: Q1 2026 in Review
Blue Fin Capital reduced its NVIDIA (NVDA) stake by 1.2% in Q1 2026, selling an estimated $1.26M and leaving 569,190 shares worth $99.3M. The position accounts for 16.28% of the portfolio, ranked #1.
Blue Fin Capital first reported a position in NVDA in Q3 2017 and has held it in 35 quarters since. The position peaked at $116M in Q3 2025. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.
- Blue Fin Capital held 569,190 shares of NVIDIA worth $99.3M as of Q1 2026.
- Blue Fin Capital sold 6,847 NVIDIA shares in Q1 2026, an estimated $1.26M.
- NVIDIA made up 16.28% of Blue Fin Capital's portfolio in Q1 2026, its #1 holding.
- Blue Fin Capital first reported a position in NVIDIA in Q3 2017 and has held it in 35 quarters since.
- Blue Fin Capital's NVIDIA position peaked at $116M in Q3 2025.
- 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.
Based on Blue Fin Capital's 13F filing for Q1 2026, filed 28 May 2026.