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 Q2	$4.54M	Buy	22,669 +373	+2%	+$76.7K	2.73%	9
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 $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

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

Capstone Wealth Management Group (Oregon) increased its NVIDIA (NVDA) stake by 1.7% in Q2 2026, buying an estimated $76.7K and bringing the position to 22,669 shares worth $4.54M. The position accounts for 2.73% of the portfolio, ranked #9.

Capstone Wealth Management Group (Oregon) first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.13M in Q3 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 22,669 shares of NVIDIA worth $4.54M as of Q2 2026.
Capstone Wealth Management Group (Oregon) bought 373 NVIDIA shares in Q2 2026, an estimated $76.7K.
NVIDIA made up 2.73% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #9 holding.
Capstone Wealth Management Group (Oregon) first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
Capstone Wealth Management Group (Oregon)'s NVIDIA position peaked at $5.13M in Q3 2025.
5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.