Capital Analysts LLC’s NVIDIA NVDA Stock Holding History

Capital Analysts LLC’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	$24.2M	Buy	121,129 +36,340	+43%	+$7.47M	0.56%	37
2026 Q1	$14.8M	Sell	84,789 -5,232	-6%	-$960K	0.39%	60
2025 Q4	$16.8M	Buy	90,021 +4,077	+5%	+$759K	0.46%	44
2025 Q3	$16M	Buy	85,944 +23	+0%	+$4.01K	0.47%	46
2025 Q2	$13.6M	Buy	85,921 +20,265	+31%	+$2.55M	0.45%	49
2025 Q1	$7.12M	Buy	65,656 +626	+1%	+$79.3K	0.27%	80
2024 Q4	$8.73M	Sell	65,030 -2,463	-4%	-$339K	0.35%	66
2024 Q3	$8.2M	Sell	67,493 -77	-0.1%	-$9.1K	0.33%	70
2024 Q2	$8.35M	Buy	67,570 +3,770	+6%	+$381K	0.37%	68
2024 Q1	$5.76M	Buy	63,800 +2,720	+4%	+$197K	0.27%	80
2023 Q4	$3.02M	Buy	61,080 +3,460	+6%	+$160K	0.15%	120
2023 Q3	$2.51M	Buy	57,620 +3,730	+7%	+$167K	0.14%	124
2023 Q2	$2.28M	Sell	53,890 -25,680	-32%	-$853K	0.13%	141
2023 Q1	$2.21M	Sell	79,570 -3,110	-4%	-$67.3K	0.13%	141
2022 Q4	$1.21M	Sell	82,680 -3,170	-4%	-$46.5K	0.07%	198
2022 Q3	$1.04M	Sell	85,850 -1,380	-2%	-$21.8K	0.07%	201
2022 Q2	$1.32M	Buy	87,230 +8,480	+11%	+$160K	0.09%	189
2022 Q1	$2.15M	Buy	78,750 +49,440	+169%	+$1.24M	0.14%	144
2021 Q4	$862K	Buy	29,310 +2,220	+8%	+$61.1K	0.05%	227
2021 Q3	$561K	Buy	27,090 +2,170	+9%	+$45.1K	0.04%	251
2021 Q2	$499K	Sell	24,920 -5,960	-19%	-$95.5K	0.03%	257
2021 Q1	$412K	Buy	30,880 +8,360	+37%	+$112K	0.03%	267
2020 Q4	$294K	Sell	22,520 -47,840	-68%	-$640K	0.03%	217
2020 Q3	$952K	Buy	70,360 +37,800	+116%	+$440K	0.09%	162
2020 Q2	$309K	Sell	32,560 -5,680	-15%	-$46K	0.03%	205
2020 Q1	$252K	Sell	38,240 -2,600	-6%	-$16.4K	0.03%	192
2019 Q4	$240K	Hold	40,840	–	–	0.02%	224
2019 Q3	$177K	Hold	40,840	–	–	0.02%	232
2019 Q2	$168K	Sell	40,840 -6,840	-14%	-$28.3K	0.02%	231
2019 Q1	$214K	Sell	47,680 -600	-1%	-$2.33K	0.02%	211
2018 Q4	$161K	Buy	48,280 +28,720	+147%	+$137K	0.02%	213
2018 Q3	$138K	Sell	19,560 -5,080	-21%	-$33K	0.02%	216
2018 Q2	$146K	Sell	24,640 -80	-0.3%	-$486	0.02%	213
2018 Q1	$143K	Buy	24,720 +18,800	+318%	+$110K	0.02%	208
2017 Q4	$29K	Sell	5,920 -4,840	-45%	-$24K	﹤0.01%	345
2017 Q3	$48K	Sell	10,760 -1,720	-14%	-$7.15K	0.01%	315
2017 Q2	$45.1K	Sell	12,480 -4,680	-27%	-$14.9K	0.01%	315
2017 Q1	$46.7K	Sell	17,160 -5,840	-25%	-$15.5K	0.01%	274
2016 Q4	$61K	Sell	23,000 -13,520	-37%	-$28.3K	0.01%	261
2016 Q3	$62.6K	Sell	36,520 -6,480	-15%	-$9.57K	0.01%	245
2016 Q2	$50.5K	Sell	43,000 -21,800	-34%	-$22.5K	0.01%	264
2016 Q1	$57.7K	Hold	64,800	–	–	0.01%	255
2015 Q4	$53.4K	Sell	64,800 -6,760	-9%	-$5.09K	0.01%	266
2015 Q3	$44.1K	Hold	71,560	–	–	0.01%	288
2015 Q2	$36K	Buy	+71,560	New	+$38.8K	0.01%	317

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

Capital Analysts LLC's NVDA Position: Q2 2026 in Review

Capital Analysts LLC increased its NVIDIA (NVDA) stake by 43% in Q2 2026, buying an estimated $7.47M and bringing the position to 121,129 shares worth $24.2M. The position accounts for 0.56% of the portfolio, ranked #37.

Capital Analysts LLC first reported a position in NVDA in Q2 2015 and has held it in 45 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Capital Analysts LLC held 121,129 shares of NVIDIA worth $24.2M as of Q2 2026.
Capital Analysts LLC bought 36,340 NVIDIA shares in Q2 2026, an estimated $7.47M.
NVIDIA made up 0.56% of Capital Analysts LLC's portfolio in Q2 2026, its #37 holding.
Capital Analysts LLC first reported a position in NVIDIA in Q2 2015 and has held it in 45 quarters since.
5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.