DA
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Dougherty & Associates’s NVIDIA NVDA Stock Holding History

Dougherty & Associates’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 		$13.8M Sell
68,937
-2,638
-4% -$542K 11.04% 1
2026
Q1 		$12.5M Sell
71,575
-7,859
-10% -$1.44M 11.47% 1
2025
Q4 		$14.8M Buy
+79,434
New +$14.8M 13.24% 1

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

Dougherty & Associates's NVDA Position: Q2 2026 in Review

Dougherty & Associates reduced its NVIDIA (NVDA) stake by 3.7% in Q2 2026, selling an estimated $542K and leaving 68,937 shares worth $13.8M. The position accounts for 11.04% of the portfolio, ranked #1.

Dougherty & Associates first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.8M in Q4 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Dougherty & Associates held 68,937 shares of NVIDIA worth $13.8M as of Q2 2026.
  • Dougherty & Associates sold 2,638 NVIDIA shares in Q2 2026, an estimated $542K.
  • NVIDIA made up 11.04% of Dougherty & Associates's portfolio in Q2 2026, its #1 holding.
  • Dougherty & Associates first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • Dougherty & Associates's NVIDIA position peaked at $14.8M in Q4 2025.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.