Compass Financial Management
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Compass Financial Management’s NVIDIA NVDA Stock Holding History

Compass Financial 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
Q3 		$33.8M Buy
148,188
+13,406
+10% +$2.87M 3.65% 1
2026
Q2 		$28M Buy
+134,782
New +$27.7M 3.38% 1

Other funds holding NVDA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Compass Financial Management's NVDA Position: Q3 2026 in Review

Compass Financial Management increased its NVIDIA (NVDA) stake by 9.9% in Q3 2026, buying an estimated $2.87M and bringing the position to 148,188 shares worth $33.8M. The position accounts for 3.65% of the portfolio, ranked #1.

Compass Financial Management first reported a position in NVDA in Q2 2026 and has held it in 2 quarters since. 4,789 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Compass Financial Management held 148,188 shares of NVIDIA worth $33.8M as of Q3 2026.
  • Compass Financial Management bought 13,406 NVIDIA shares in Q3 2026, an estimated $2.87M.
  • NVIDIA made up 3.65% of Compass Financial Management's portfolio in Q3 2026, its #1 holding.
  • Compass Financial Management first reported a position in NVIDIA in Q2 2026 and has held it in 2 quarters since.
  • 4,789 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.