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Cape Investment Advisory’s NVIDIA NVDA Stock Holding History

Cape Investment Advisory’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 		$3.27M Buy
16,354
+2,026
+14% +$417K 0.87% 23
2026
Q1 		$2.5M Buy
14,328
+1,007
+8% +$185K 0.83% 25
2025
Q4 		$2.48M Buy
13,321
+9,258
+228% +$1.72M 0.76% 25
2025
Q3 		$758K Sell
4,063
-7,939
-66% -$1.38M 0.75% 36
2025
Q2 		$1.9M Sell
12,002
-586
-5% -$73.7K 0.69% 28
2025
Q1 		$1.36M Buy
12,588
+720
+6% +$91.3K 0.54% 40
2024
Q4 		$1.59M Buy
11,868
+273
+2% +$37.6K 0.62% 38
2024
Q3 		$1.41M Buy
11,595
+2,021
+21% +$239K 0.57% 40
2024
Q2 		$1.18M Buy
9,574
+3,614
+61% +$365K 0.53% 41
2024
Q1 		$538K Sell
5,960
-890
-13% -$64.5K 0.25% 75
2023
Q4 		$339K Buy
6,850
+1,160
+20% +$53.8K 0.17% 95
2023
Q3 		$247K Buy
5,690
+350
+7% +$15.7K 0.14% 109
2023
Q2 		$226K Sell
5,340
-2,180
-29% -$72.4K 0.13% 117
2023
Q1 		$209K Buy
+7,520
New +$163K 0.13% 120

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

Cape Investment Advisory's NVDA Position: Q2 2026 in Review

Cape Investment Advisory increased its NVIDIA (NVDA) stake by 14% in Q2 2026, buying an estimated $417K and bringing the position to 16,354 shares worth $3.27M. The position accounts for 0.87% of the portfolio, ranked #23.

Cape Investment Advisory first reported a position in NVDA in Q1 2023 and has held it in 14 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Cape Investment Advisory held 16,354 shares of NVIDIA worth $3.27M as of Q2 2026.
  • Cape Investment Advisory bought 2,026 NVIDIA shares in Q2 2026, an estimated $417K.
  • NVIDIA made up 0.87% of Cape Investment Advisory's portfolio in Q2 2026, its #23 holding.
  • Cape Investment Advisory first reported a position in NVIDIA in Q1 2023 and has held it in 14 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.