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

Capstone Wealth Management Group (Pennsylvania)’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	$4.07M	Buy	23,320 +205	+0.9%	+$37.6K	1.7%	18
2025 Q4	$4.31M	Sell	23,115 -569	-2%	-$106K	1.81%	20
2025 Q3	$4.42M	Buy	23,684 +8,760	+59%	+$1.53M	1.87%	18
2025 Q2	$2.36M	Buy	14,924 +10,824	+264%	+$1.36M	2.26%	11
2025 Q1	$444K	Sell	4,100 -1,480	-27%	-$188K	0.25%	53
2024 Q4	$749K	Buy	5,580 +1,555	+39%	+$214K	0.4%	52
2024 Q3	$489K	Buy	4,025 +1,950	+94%	+$230K	0.29%	55
2024 Q2	$256K	Buy	+2,075	New	+$210K	0.17%	63
2023 Q2	–	Sell	-8,450	Closed	-$235K	–	60
2023 Q1	$235K	Sell	8,450 -8,700	-51%	-$188K	0.26%	51
2022 Q4	$251K	Sell	17,150 -10,550	-38%	-$155K	0.27%	55
2022 Q3	$336K	Buy	+27,700	New	+$438K	0.43%	45
2022 Q2	–	Sell	-10,540	Closed	-$288K	–	64
2022 Q1	$288K	Buy	10,540 +3,670	+53%	+$92K	0.29%	58
2021 Q4	$202K	Buy	+6,870	New	+$189K	0.16%	80

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 (Pennsylvania)'s NVDA Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its NVIDIA (NVDA) stake by 0.89% in Q1 2026, buying an estimated $37.6K and bringing the position to 23,320 shares worth $4.07M. The position accounts for 1.7% of the portfolio, ranked #18.

Capstone Wealth Management Group (Pennsylvania) first reported a position in NVDA in Q4 2021 and has held it in 13 quarters since. The position peaked at $4.42M in Q3 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Capstone Wealth Management Group (Pennsylvania) held 23,320 shares of NVIDIA worth $4.07M as of Q1 2026.
Capstone Wealth Management Group (Pennsylvania) bought 205 NVIDIA shares in Q1 2026, an estimated $37.6K.
NVIDIA made up 1.7% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #18 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in NVIDIA in Q4 2021 and has held it in 13 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s NVIDIA position peaked at $4.42M in Q3 2025.
5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.