CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s NVIDIA NVDA Stock Holding History

CAPTRUST Financial Advisors’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 		$3.2M Sell
16,000
-1,500
-9% -$308K ﹤0.01% 1036
2026
Q1 		$3.05M Buy
+17,500
New +$3.21M 0.01% 986
2023
Q4 		– Sell
-10,000
Closed -$435 – 2757
2023
Q3 		$435 Buy
+10,000
New +$448K ﹤0.01% 2580

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

CAPTRUST Financial Advisors's NVDA Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its NVIDIA (NVDA) stake by 9.6% in Q2 2026, buying an estimated $158M and bringing the position to 8,797,901 shares worth $1.76B. The position accounts for 2.69% of the portfolio, ranked #4.

CAPTRUST Financial Advisors first reported a position in NVDA in Q3 2017 and has held it in 36 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • CAPTRUST Financial Advisors held 8,797,901 shares of NVIDIA worth $1.76B as of Q2 2026.
  • CAPTRUST Financial Advisors bought 768,272 NVIDIA shares in Q2 2026, an estimated $158M.
  • NVIDIA made up 2.69% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • CAPTRUST Financial Advisors first reported a position in NVIDIA in Q3 2017 and has held it in 36 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.