Caldwell Investment Management’s NVIDIA NVDA Stock Holding History

Caldwell Investment 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	$880K	Hold	4,400	–	–	0.58%	23
2026 Q1	$728K	Buy	+4,400	New	+$807K	0.29%	51

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

Caldwell Investment Management's NVDA Position: Q2 2026 in Review

Caldwell Investment Management held its NVIDIA (NVDA) position steady in Q2 2026 at 4,400 shares worth $880K. The position accounts for 0.58% of the portfolio, ranked #23.

Caldwell Investment Management first reported a position in NVDA in Q1 2026 and has held it in 2 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Caldwell Investment Management held 4,400 shares of NVIDIA worth $880K as of Q2 2026.
Caldwell Investment Management left its NVIDIA share count unchanged in Q2 2026.
NVIDIA made up 0.58% of Caldwell Investment Management's portfolio in Q2 2026, its #23 holding.
Caldwell Investment Management first reported a position in NVIDIA in Q1 2026 and has held it in 2 quarters since.
5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.