BSN Capital Partners’s NVIDIA NVDA Stock Holding History

BSN Capital Partners’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	$274M	Sell	1,369,863 -4,712,064	-77%	-$969M	12.41%	2
2026 Q1	$1.11B	Buy	6,081,927 +3,575,500	+143%	+$656M	28.22%	1
2025 Q4	$463M	Buy	+2,506,427	New	+$467M	21.84%	1
2025 Q1	–	Sell	-1,133,380	Closed	-$149M	–	14
2024 Q4	$149M	Buy	1,133,380 +702,666	+163%	+$96.9M	5.96%	5
2024 Q3	$55.5M	Buy	430,714 +12,784	+3%	+$1.51M	10.8%	1
2024 Q2	$51.8M	Sell	417,930 -2,342,070	-85%	-$237M	3.39%	5
2024 Q1	$262M	Buy	+2,760,000	New	+$200M	19.45%	2
2021 Q1	–	Sell	-1,480,000	Closed	-$4.83M	–	9
2020 Q4	$4.83M	Buy	+1,480,000	New	+$19.8M	1.21%	12

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BSN Capital Partners's NVDA Position: Q2 2026 in Review

BSN Capital Partners reduced its NVIDIA (NVDA) stake by 77% in Q2 2026, selling an estimated $969M and leaving 1,369,863 shares worth $274M. The position accounts for 12.41% of the portfolio, ranked #2.

BSN Capital Partners first reported a position in NVDA in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.11B in Q1 2026. 5,980 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

BSN Capital Partners held 1,369,863 shares of NVIDIA worth $274M as of Q2 2026.
BSN Capital Partners sold 4,712,064 NVIDIA shares in Q2 2026, an estimated $969M.
NVIDIA made up 12.41% of BSN Capital Partners's portfolio in Q2 2026, its #2 holding.
BSN Capital Partners first reported a position in NVIDIA in Q4 2020 and has held it in 8 quarters since.
BSN Capital Partners's NVIDIA position peaked at $1.11B in Q1 2026.
5,980 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on BSN Capital Partners's 13F filing for Q2 2026, filed 12 Aug 2026.