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Bryn Mawr Capital Management’s NVIDIA NVDA Stock Holding History

Bryn Mawr Capital Management’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 		$16.4M Buy
82,069
+7,225
+10% +$1.49M 0.72% 36
2026
Q1 		$13.1M Sell
74,844
-4,672
-6% -$857K 0.63% 42
2025
Q4 		$14.8M Buy
79,516
+13,900
+21% +$2.59M 0.71% 34
2025
Q3 		$12.2M Buy
65,616
+12,694
+24% +$2.21M 0.61% 44
2025
Q2 		$8.36M Buy
52,922
+12,261
+30% +$1.54M 0.46% 61
2025
Q1 		$4.41M Sell
40,661
-82,015
-67% -$10.4M 0.26% 91
2024
Q4 		$16.5M Buy
122,676
+55,922
+84% +$7.71M 0.89% 24
2024
Q3 		$8.11M Buy
66,754
+376
+0.6% +$44.4K 0.44% 62
2024
Q2 		$8.19M Buy
66,378
+2,828
+4% +$286K 0.45% 58
2024
Q1 		$5.74M Sell
63,550
-180
-0.3% -$13K 0.33% 77
2023
Q4 		$3.16M Buy
63,730
+28,540
+81% +$1.32M 0.2% 111
2023
Q3 		$1.53M Buy
35,190
+18,840
+115% +$844K 0.1% 166
2023
Q2 		$692K Sell
16,350
-2,430
-13% -$80.7K 0.07% 189
2023
Q1 		$522K Buy
+18,780
New +$406K 0.05% 197

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

Bryn Mawr Capital Management's NVDA Position: Q2 2026 in Review

Bryn Mawr Capital Management increased its NVIDIA (NVDA) stake by 9.7% in Q2 2026, buying an estimated $1.49M and bringing the position to 82,069 shares worth $16.4M. The position accounts for 0.72% of the portfolio, ranked #36.

Bryn Mawr Capital Management first reported a position in NVDA in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.5M in Q4 2024. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Bryn Mawr Capital Management held 82,069 shares of NVIDIA worth $16.4M as of Q2 2026.
  • Bryn Mawr Capital Management bought 7,225 NVIDIA shares in Q2 2026, an estimated $1.49M.
  • NVIDIA made up 0.72% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #36 holding.
  • Bryn Mawr Capital Management first reported a position in NVIDIA in Q1 2023 and has held it in 14 quarters since.
  • Bryn Mawr Capital Management's NVIDIA position peaked at $16.5M in Q4 2024.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.