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

Capstone Wealth Management Group (Oregon)’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	$3.89M	Sell	22,296 -3,766	-14%	-$691K	2.39%	13
2025 Q4	$4.86M	Sell	26,062 -1,443	-5%	-$269K	2.94%	6
2025 Q3	$5.13M	Sell	27,505 -912	-3%	-$159K	3.28%	6
2025 Q2	$4.49M	Sell	28,417 -730	-3%	-$91.9K	3.27%	7
2025 Q1	$3.16M	Buy	29,147 +148	+0.5%	+$18.8K	2.52%	11
2024 Q4	$3.89M	Buy	+28,999	New	+$4M	2.96%	8

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

Capstone Wealth Management Group (Oregon)'s NVDA Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its NVIDIA (NVDA) stake by 14% in Q1 2026, selling an estimated $691K and leaving 22,296 shares worth $3.89M. The position accounts for 2.39% of the portfolio, ranked #13.

Capstone Wealth Management Group (Oregon) first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.13M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 22,296 shares of NVIDIA worth $3.89M as of Q1 2026.
Capstone Wealth Management Group (Oregon) sold 3,766 NVIDIA shares in Q1 2026, an estimated $691K.
NVIDIA made up 2.39% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #13 holding.
Capstone Wealth Management Group (Oregon) first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
Capstone Wealth Management Group (Oregon)'s NVIDIA position peaked at $5.13M in Q3 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.