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Charter Capital Management’s NVIDIA NVDA Stock Holding History

Charter Capital Management’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 		$437K Sell
2,185
-142
-6% -$29.2K 0.19% 44
2026
Q1 		$406K Buy
2,327
+87
+4% +$16K 0.2% 48
2025
Q4 		$418K Hold
2,240
– – 0.22% 45
2025
Q3 		$418K Hold
2,240
– – 0.23% 44
2025
Q2 		$354K Buy
+2,240
New +$282K 0.21% 45

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Charter Capital Management's NVDA Position: Q2 2026 in Review

Charter Capital Management reduced its NVIDIA (NVDA) stake by 6.1% in Q2 2026, selling an estimated $29.2K and leaving 2,185 shares worth $437K. The position accounts for 0.19% of the portfolio, ranked #44.

Charter Capital Management first reported a position in NVDA in Q2 2025 and has held it in 5 quarters since. 2,292 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Charter Capital Management held 2,185 shares of NVIDIA worth $437K as of Q2 2026.
  • Charter Capital Management sold 142 NVIDIA shares in Q2 2026, an estimated $29.2K.
  • NVIDIA made up 0.19% of Charter Capital Management's portfolio in Q2 2026, its #44 holding.
  • Charter Capital Management first reported a position in NVIDIA in Q2 2025 and has held it in 5 quarters since.
  • 2,292 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.