Capstone Wealth Management (Alabama)’s NVIDIA NVDA Stock Holding History

Capstone Wealth Management (Alabama)’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	$2.78M	Buy	13,892 +9,401	+209%	+$1.93M	1.29%	15
2026 Q1	$783K	Sell	4,491 -15	-0.3%	-$2.75K	0.55%	24
2025 Q4	$840K	Buy	4,506 +371	+9%	+$69.1K	0.61%	24
2025 Q3	$772K	Sell	4,135 -10	-0.2%	-$1.74K	0.59%	23
2025 Q2	$655K	Buy	4,145 +373	+10%	+$46.9K	0.57%	22
2025 Q1	$409K	Sell	3,772 -843	-18%	-$107K	0.41%	26
2024 Q4	$620K	Buy	+4,615	New	+$636K	0.61%	21

Other funds holding NVDA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s NVDA Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) increased its NVIDIA (NVDA) stake by 209% in Q2 2026, buying an estimated $1.93M and bringing the position to 13,892 shares worth $2.78M. The position accounts for 1.29% of the portfolio, ranked #15.

Capstone Wealth Management (Alabama) first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Capstone Wealth Management (Alabama) held 13,892 shares of NVIDIA worth $2.78M as of Q2 2026.
Capstone Wealth Management (Alabama) bought 9,401 NVIDIA shares in Q2 2026, an estimated $1.93M.
NVIDIA made up 1.29% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #15 holding.
Capstone Wealth Management (Alabama) first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.