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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
Q2 		$4.96M Buy
24,787
+1,467
+6% +$302K 1.75% 18
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
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 Wealth Management Group (Pennsylvania)'s NVDA Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its NVIDIA (NVDA) stake by 6.3% in Q2 2026, buying an estimated $302K and bringing the position to 24,787 shares worth $4.96M. The position accounts for 1.75% of the portfolio, ranked #18.

Capstone Wealth Management Group (Pennsylvania) first reported a position in NVDA in Q4 2021 and has held it in 14 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 24,787 shares of NVIDIA worth $4.96M as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 1,467 NVIDIA shares in Q2 2026, an estimated $302K.
  • NVIDIA made up 1.75% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #18 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in NVIDIA in Q4 2021 and has held it in 14 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.