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Charter Research & Investment Group’s NVIDIA NVDA Stock Holding History

Charter Research & Investment Group’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 		$694K Sell
3,470
-20
-0.6% -$4.11K 0.42% 51
2026
Q1 		$609K Hold
3,490
– – 0.41% 54
2025
Q4 		$651K Hold
3,490
– – 0.43% 51
2025
Q3 		$651K Hold
3,490
– – 0.45% 52
2025
Q2 		$551K Buy
3,490
+190
+6% +$23.9K 0.41% 55
2025
Q1 		$358K Sell
3,300
-25
-0.8% -$3.17K 0.27% 65
2024
Q4 		$447K Hold
3,325
– – 0.34% 60
2024
Q3 		$404K Buy
3,325
+1,065
+47% +$126K 0.3% 66
2024
Q2 		$279K Sell
2,260
-500
-18% -$50.6K 0.22% 69
2024
Q1 		$249K Buy
+2,760
New +$200K 0.2% 73

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 $3.38T AUM 44.17% 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

Charter Research & Investment Group's NVDA Position: Q2 2026 in Review

Charter Research & Investment Group reduced its NVIDIA (NVDA) stake by 0.57% in Q2 2026, selling an estimated $4.11K and leaving 3,470 shares worth $694K. The position accounts for 0.42% of the portfolio, ranked #51.

Charter Research & Investment Group first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. 5,988 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Charter Research & Investment Group held 3,470 shares of NVIDIA worth $694K as of Q2 2026.
  • Charter Research & Investment Group sold 20 NVIDIA shares in Q2 2026, an estimated $4.11K.
  • NVIDIA made up 0.42% of Charter Research & Investment Group's portfolio in Q2 2026, its #51 holding.
  • Charter Research & Investment Group first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • 5,988 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Charter Research & Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.