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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
Q3 		$12.7M Sell
55,593
-9,673
-15% -$2.07M 0.96% 42
2026
Q2 		$13.1M Buy
65,266
+481
+0.7% +$98.9K 0.9% 44
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

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

CapWealth Advisors's NVDA Position: Q3 2026 in Review

CapWealth Advisors reduced its NVIDIA (NVDA) stake by 15% in Q3 2026, selling an estimated $2.07M and leaving 55,593 shares worth $12.7M. The position accounts for 0.96% of the portfolio, ranked #42.

CapWealth Advisors first reported a position in NVDA in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.1M in Q2 2026. 418 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • CapWealth Advisors held 55,593 shares of NVIDIA worth $12.7M as of Q3 2026.
  • CapWealth Advisors sold 9,673 NVIDIA shares in Q3 2026, an estimated $2.07M.
  • NVIDIA made up 0.96% of CapWealth Advisors's portfolio in Q3 2026, its #42 holding.
  • CapWealth Advisors first reported a position in NVIDIA in Q4 2023 and has held it in 12 quarters since.
  • CapWealth Advisors's NVIDIA position peaked at $13.1M in Q2 2026.
  • 418 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.