Capital Square’s NVIDIA NVDA Stock Holding History

Capital Square’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	$2.93M	Sell	14,047 -189	-1%	-$34.7K	1.35%	17
2025 Q4	$2.66M	Sell	14,236 -165	-1%	-$30.7K	1.35%	15
2025 Q3	$2.69M	Sell	14,401 -135	-0.9%	-$23.5K	1.37%	15
2025 Q2	$2.4M	Buy	14,536 +1,375	+10%	+$173K	1.28%	17
2025 Q1	$1.43M	Buy	13,161 +2,611	+25%	+$331K	0.84%	30
2024 Q4	$1.5M	Buy	10,550 +3,027	+40%	+$417K	0.86%	33
2024 Q3	$914K	Buy	7,523 +1,691	+29%	+$200K	0.55%	55
2024 Q2	$721K	Buy	5,832 +2,892	+98%	+$292K	0.47%	66
2024 Q1	$266K	Buy	+2,940	New	+$213K	0.19%	117

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 Square's NVDA Position: Q1 2026 in Review

Capital Square reduced its NVIDIA (NVDA) stake by 1.3% in Q1 2026, selling an estimated $34.7K and leaving 14,047 shares worth $2.93M. The position accounts for 1.35% of the portfolio, ranked #17.

Capital Square first reported a position in NVDA in Q1 2024 and has held it in 9 quarters since. 5,829 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Capital Square held 14,047 shares of NVIDIA worth $2.93M as of Q1 2026.
Capital Square sold 189 NVIDIA shares in Q1 2026, an estimated $34.7K.
NVIDIA made up 1.35% of Capital Square's portfolio in Q1 2026, its #17 holding.
Capital Square first reported a position in NVIDIA in Q1 2024 and has held it in 9 quarters since.
5,829 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.