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Capital Advisors Wealth Management’s NVIDIA NVDA Stock Holding History

Capital Advisors Wealth 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
Q3 		$9M Buy
39,402
+819
+2% +$176K 1.01% 25
2026
Q2 		$7.72M Buy
38,583
+997
+3% +$205K 0.91% 25
2026
Q1 		$6.56M Buy
37,586
+60
+0.2% +$11K 0.88% 29
2025
Q4 		$7M Buy
37,526
+109
+0.3% +$20.3K 0.95% 23
2025
Q3 		$6.98M Buy
37,417
+1,304
+4% +$227K 1% 24
2025
Q2 		$5.71M Buy
36,113
+1,364
+4% +$172K 0.9% 30
2025
Q1 		$3.77M Sell
34,749
-19,495
-36% -$2.47M 0.67% 38
2024
Q4 		$7.28M Buy
54,244
+1,269
+2% +$175K 1.3% 21
2024
Q3 		$6.43M Sell
52,975
-1,578
-3% -$186K 1.19% 22
2024
Q2 		$6.74M Sell
54,553
-15,457
-22% -$1.56M 1.33% 22
2024
Q1 		$6.33M Buy
70,010
+120
+0.2% +$8.7K 1.31% 22
2023
Q4 		$3.46M Buy
69,890
+9,550
+16% +$443K 0.79% 30
2023
Q3 		$2.62M Buy
60,340
+6,810
+13% +$305K 0.69% 31
2023
Q2 		$2.26M Sell
53,530
-150
-0.3% -$4.98K 0.58% 38
2023
Q1 		$1.49M Buy
53,680
+880
+2% +$19K 0.41% 47
2022
Q4 		$772K Buy
52,800
+9,660
+22% +$142K 0.23% 55
2022
Q3 		$524K Sell
43,140
-3,970
-8% -$62.8K 0.17% 64
2022
Q2 		$714K Buy
47,110
+5,850
+14% +$110K 0.23% 49
2022
Q1 		$1.13M Buy
41,260
+12,920
+46% +$324K 0.34% 49
2021
Q4 		$834K Buy
28,340
+2,200
+8% +$60.5K 0.25% 54
2021
Q3 		$542K Buy
26,140
+1,500
+6% +$31.1K 0.19% 62
2021
Q2 		$493K Buy
+24,640
New +$395K 0.18% 59

Other funds holding NVDA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Capital Advisors Wealth Management's NVDA Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its NVIDIA (NVDA) stake by 2.1% in Q3 2026, buying an estimated $176K and bringing the position to 39,402 shares worth $9M. The position accounts for 1.01% of the portfolio, ranked #25.

Capital Advisors Wealth Management first reported a position in NVDA in Q2 2021 and has held it in 22 quarters since. 356 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Capital Advisors Wealth Management held 39,402 shares of NVIDIA worth $9M as of Q3 2026.
  • Capital Advisors Wealth Management bought 819 NVIDIA shares in Q3 2026, an estimated $176K.
  • NVIDIA made up 1.01% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Capital Advisors Wealth Management first reported a position in NVIDIA in Q2 2021 and has held it in 22 quarters since.
  • 356 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.