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CapWealth Advisors’s NVIDIA NVDA Stock Holding History

CapWealth 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
Q1 		$11.3M Buy
64,785
+57,502
+790% +$10.5M 0.84% 45
2025
Q4 		$1.36M Buy
7,283
+289
+4% +$53.8K 0.09% 71
2025
Q3 		$1.3M Sell
6,994
-25
-0.4% -$4.36K 0.09% 72
2025
Q2 		$1.11M Sell
7,019
-821
-10% -$103K 0.11% 64
2025
Q1 		$850K Buy
7,840
+642
+9% +$81.4K 0.09% 65
2024
Q4 		$967K Buy
7,198
+98
+1% +$13.5K 0.11% 61
2024
Q3 		$862K Sell
7,100
-290
-4% -$34.3K 0.09% 65
2024
Q2 		$913K Buy
7,390
+2,820
+62% +$285K 0.12% 56
2024
Q1 		$413K Hold
4,570
– – 0.05% 71
2023
Q4 		$226K Buy
+4,570
New +$212K 0.03% 95

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CapWealth Advisors's NVDA Position: Q1 2026 in Review

CapWealth Advisors increased its NVIDIA (NVDA) stake by 790% in Q1 2026, buying an estimated $10.5M and bringing the position to 64,785 shares worth $11.3M. The position accounts for 0.84% of the portfolio, ranked #45.

CapWealth Advisors first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • CapWealth Advisors held 64,785 shares of NVIDIA worth $11.3M as of Q1 2026.
  • CapWealth Advisors bought 57,502 NVIDIA shares in Q1 2026, an estimated $10.5M.
  • NVIDIA made up 0.84% of CapWealth Advisors's portfolio in Q1 2026, its #45 holding.
  • CapWealth Advisors first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on CapWealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.