Capital Advisory Group Advisory Services’s NVIDIA NVDA Stock Holding History

Capital Advisory Group Advisory Services’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 Q1	–	Sell	-29,113	Closed	-$5.43M	–	108
2025 Q4	$5.43M	Buy	29,113 +185	+0.6%	+$34.4K	1.6%	13
2025 Q3	$5.4M	Sell	28,928 -2,069	-7%	-$361K	1.68%	11
2025 Q2	$4.9M	Sell	30,997 -556	-2%	-$70K	1.76%	8
2025 Q1	$3.42M	Sell	31,553 -10,379	-25%	-$1.32M	1.31%	19
2024 Q4	$5.63M	Buy	41,932 +272	+0.7%	+$37.5K	2.02%	9
2024 Q3	$5.06M	Sell	41,660 -2,934	-7%	-$347K	2.01%	8
2024 Q2	$5.51M	Sell	44,594 -6,406	-13%	-$648K	2.35%	7
2024 Q1	$4.61M	Sell	51,000 -9,070	-15%	-$657K	2.19%	8
2023 Q4	$2.97M	Buy	60,070 +32,890	+121%	+$1.52M	1.59%	13
2023 Q3	$1.18M	Buy	+27,180	New	+$1.22M	0.67%	46
2023 Q2	–	Sell	-31,380	Closed	-$872K	–	126
2023 Q1	$872K	Buy	31,380 +120	+0.4%	+$2.6K	0.52%	50
2022 Q4	$457K	Buy	31,260 +3,260	+12%	+$47.8K	0.31%	77
2022 Q3	$340K	Buy	28,000 +10,630	+61%	+$168K	0.24%	95
2022 Q2	$306K	Sell	17,370 -200	-1%	-$3.77K	0.18%	106
2022 Q1	$479K	Buy	17,570 +1,970	+13%	+$49.4K	0.22%	91
2021 Q4	$459K	Sell	15,600 -50,990	-77%	-$1.4M	0.2%	101
2021 Q3	$1.38M	Buy	66,590 +8,870	+15%	+$184K	0.5%	54
2021 Q2	$1.15M	Sell	57,720 -6,280	-10%	-$101K	0.42%	61
2021 Q1	$855K	Buy	64,000 +11,880	+23%	+$160K	0.33%	79
2020 Q4	$681K	Sell	52,120 -920	-2%	-$12.3K	0.29%	80
2020 Q3	$718K	Buy	53,040 +40	+0.1%	+$465	0.37%	65
2020 Q2	$503K	Buy	53,000 +44,320	+511%	+$359K	0.28%	77
2020 Q1	$59K	Sell	8,680 -183,800	-95%	-$1.16M	0.07%	107
2019 Q4	$1.14M	Buy	192,480 +43,080	+29%	+$224K	0.6%	34
2019 Q3	$647K	Sell	149,400 -18,880	-11%	-$79.4K	0.43%	37
2019 Q2	$682K	Buy	168,280 +18,880	+13%	+$78.2K	0.45%	34
2019 Q1	$673K	Buy	149,400 +119,960	+407%	+$466K	0.48%	36
2018 Q4	$98K	Sell	29,440 -99,320	-77%	-$475K	0.08%	103
2018 Q3	$905K	Buy	128,760 +27,440	+27%	+$178K	0.6%	31
2018 Q2	$605K	Sell	101,320 -30,520	-23%	-$185K	0.44%	35
2018 Q1	$763K	Buy	+131,840	New	+$774K	0.56%	30

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Advisory Group Advisory Services's NVDA Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of NVIDIA (NVDA) in Q1 2026, closing a stake of 29,113 shares — an estimated $5.43M sold.

Capital Advisory Group Advisory Services first reported a position in NVDA in Q1 2018 and held it in 31 quarters. The position peaked at $5.63M in Q4 2024. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining NVIDIA position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 29,113 NVIDIA shares in Q1 2026, an estimated $5.43M.
Capital Advisory Group Advisory Services first reported a position in NVIDIA in Q1 2018 and held it in 31 quarters.
Capital Advisory Group Advisory Services's NVIDIA position peaked at $5.63M in Q4 2024.
5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.