CFA
NVDA icon

Capstone Financial Advisors’s NVIDIA NVDA Stock Holding History

Capstone Financial Advisors’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 		$20.5M Buy
102,613
+642
+0.6% +$132K 1% 18
2026
Q1 		$17.8M Buy
101,971
+27,981
+38% +$5.13M 0.96% 18
2025
Q4 		$13.8M Sell
73,990
-3,290
-4% -$612K 0.73% 19
2025
Q3 		$14.4M Buy
77,280
+25,631
+50% +$4.47M 0.78% 18
2025
Q2 		$8.16M Buy
51,649
+4,733
+10% +$596K 0.47% 23
2025
Q1 		$5.08M Sell
46,916
-10,662
-19% -$1.35M 0.32% 31
2024
Q4 		$7.73M Buy
57,578
+15,781
+38% +$2.18M 0.48% 23
2024
Q3 		$5.08M Sell
41,797
-658
-2% -$77.7K 0.31% 30
2024
Q2 		$5.24M Sell
42,455
-4,825
-10% -$488K 0.35% 26
2024
Q1 		$4.27M Buy
47,280
+6,000
+15% +$435K 0.29% 29
2023
Q4 		$2.04M Sell
41,280
-1,800
-4% -$83.4K 0.15% 36
2023
Q3 		$1.87M Sell
43,080
-110
-0.3% -$4.93K 0.15% 37
2023
Q2 		$1.83M Sell
43,190
-1,720
-4% -$57.1K 0.14% 38
2023
Q1 		$1.25M Buy
44,910
+1,440
+3% +$31.2K 0.1% 44
2022
Q4 		$635K Sell
43,470
-4,310
-9% -$63.2K 0.05% 61
2022
Q3 		$580K Buy
47,780
+5,550
+13% +$87.7K 0.05% 62
2022
Q2 		$640K Buy
42,230
+100
+0.2% +$1.89K 0.05% 63
2022
Q1 		$1.15M Buy
42,130
+1,520
+4% +$38.1K 0.08% 46
2021
Q4 		$1.19M Sell
40,610
-5,390
-12% -$148K 0.09% 46
2021
Q3 		$953K Buy
46,000
+4,320
+10% +$89.7K 0.07% 44
2021
Q2 		$834K Buy
41,680
+17,240
+71% +$276K 0.07% 44
2021
Q1 		$326K Buy
+24,440
New +$328K 0.03% 82
2020
Q4 		– Sell
-19,160
Closed -$259K – 123
2020
Q3 		$259K Buy
+19,160
New +$223K 0.03% 84
2018
Q1 		– Sell
-50,240
Closed -$243K – 98
2017
Q4 		$243K Buy
+50,240
New +$250K 0.09% 62

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

Capstone Financial Advisors's NVDA Position: Q2 2026 in Review

Capstone Financial Advisors increased its NVIDIA (NVDA) stake by 0.63% in Q2 2026, buying an estimated $132K and bringing the position to 102,613 shares worth $20.5M. The position accounts for 1% of the portfolio, ranked #18.

Capstone Financial Advisors first reported a position in NVDA in Q4 2017 and has held it in 24 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Capstone Financial Advisors held 102,613 shares of NVIDIA worth $20.5M as of Q2 2026.
  • Capstone Financial Advisors bought 642 NVIDIA shares in Q2 2026, an estimated $132K.
  • NVIDIA made up 1% of Capstone Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • Capstone Financial Advisors first reported a position in NVIDIA in Q4 2017 and has held it in 24 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.