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Confluence Investment Management’s NVIDIA NVDA Stock Holding History

Confluence Investment 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 		$203K Buy
+1,013
New +$208K ﹤0.01% 282
2026
Q1 		– Sell
-1,139
Closed -$212K – 304
2025
Q4 		$212K Hold
1,139
– – ﹤0.01% 285
2025
Q3 		$213K Buy
+1,139
New +$199K ﹤0.01% 282
2024
Q2 		– Sell
-3,080
Closed -$279K – 302
2024
Q1 		$279K Sell
3,080
-1,790
-37% -$130K ﹤0.01% 276
2023
Q4 		$241K Sell
4,870
-3,490
-42% -$162K ﹤0.01% 284
2023
Q3 		$364K Sell
8,360
-1,090
-12% -$48.8K 0.01% 249
2023
Q2 		$400K Sell
9,450
-6,400
-40% -$212K 0.01% 248
2023
Q1 		$440K Hold
15,850
– – 0.01% 242
2022
Q4 		$232K Buy
+15,850
New +$232K ﹤0.01% 295
2022
Q3 		– Sell
-18,750
Closed -$284K – 312
2022
Q2 		$284K Buy
18,750
+280
+2% +$5.29K ﹤0.01% 274
2022
Q1 		$504K Sell
18,470
-1,370
-7% -$34.4K 0.01% 236
2021
Q4 		$584K Sell
19,840
-3,150
-14% -$86.7K 0.01% 227
2021
Q3 		$476K Sell
22,990
-3,090
-12% -$64.2K 0.01% 235
2021
Q2 		$522K Sell
26,080
-7,920
-23% -$127K 0.01% 233
2021
Q1 		$454K Sell
34,000
-600
-2% -$8.06K 0.01% 238
2020
Q4 		$452K Sell
34,600
-200
-0.6% -$2.68K 0.01% 242
2020
Q3 		$471K Hold
34,800
– – 0.01% 233
2020
Q2 		$331K Hold
34,800
– – 0.01% 248
2020
Q1 		$229K Sell
34,800
-35,320
-50% -$223K ﹤0.01% 264
2019
Q4 		$288K Hold
70,120
– – ﹤0.01% 259
2019
Q3 		$305K Hold
70,120
– – ﹤0.01% 255
2019
Q2 		$288K Hold
70,120
– – ﹤0.01% 259
2019
Q1 		$315K Buy
+70,120
New +$272K 0.01% 254
2018
Q4 		– Sell
-62,880
Closed -$442K – 316
2018
Q3 		$442K Buy
62,880
+25,200
+67% +$164K 0.01% 246
2018
Q2 		$223K Buy
+37,680
New +$229K ﹤0.01% 297

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 $3.37T AUM 44.26% 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

Confluence Investment Management's NVDA Position: Q2 2026 in Review

Confluence Investment Management opened a new position in NVIDIA (NVDA) in Q2 2026: 1,013 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #282 among its holdings. This is a return to the name: Confluence Investment Management previously reported a position in NVDA as recently as Q4 2025.

Confluence Investment Management first reported a position in NVDA in Q2 2018 and has held it in 25 quarters since. The position peaked at $584K in Q4 2021. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Confluence Investment Management held 1,013 shares of NVIDIA worth $203K as of Q2 2026.
  • NVIDIA was a new Confluence Investment Management position in Q2 2026.
  • NVIDIA made up ﹤0.01% of Confluence Investment Management's portfolio in Q2 2026, its #282 holding.
  • Confluence Investment Management first reported a position in NVIDIA in Q2 2018 and has held it in 25 quarters since.
  • Confluence Investment Management's NVIDIA position peaked at $584K in Q4 2021.
  • 5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.