COMPASS FINANCIAL MANAGEMENT LLC’s NVIDIA NVDA Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$28M	Buy	+134,782	New	+$27.7M	3.38%	1

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's NVDA Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in NVIDIA (NVDA) in Q2 2026: 134,782 shares worth $28M. The stake represents 3.38% of the portfolio and ranks #1 among its holdings.

4,742 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 134,782 shares of NVIDIA worth $28M as of Q2 2026.
NVIDIA was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
NVIDIA made up 3.38% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1 holding.
4,742 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.