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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
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

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

Capital Advisors Wealth Management's NVDA Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its NVIDIA (NVDA) stake by 2.7% in Q2 2026, buying an estimated $205K and bringing the position to 38,583 shares worth $7.72M. The position accounts for 0.91% of the portfolio, ranked #25.

Capital Advisors Wealth Management first reported a position in NVDA in Q2 2021 and has held it in 21 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Capital Advisors Wealth Management held 38,583 shares of NVIDIA worth $7.72M as of Q2 2026.
  • Capital Advisors Wealth Management bought 997 NVIDIA shares in Q2 2026, an estimated $205K.
  • NVIDIA made up 0.91% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Capital Advisors Wealth Management first reported a position in NVIDIA in Q2 2021 and has held it in 21 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.