Front Street Capital Management’s NVIDIA NVDA Stock Holding History

Front Street Capital 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	$1.21M	Sell	6,078 -1,781	-23%	-$366K	0.14%	43
2026 Q1	$1.37M	Sell	7,859 -40	-0.5%	-$7.34K	0.18%	41
2025 Q4	$1.47M	Buy	7,899 +125	+2%	+$23.3K	0.21%	42
2025 Q3	$1.44M	Sell	7,774 -62	-0.8%	-$10.8K	0.22%	42
2025 Q2	$1.24M	Sell	7,836 -550	-7%	-$69.2K	0.24%	38
2025 Q1	$912K	Sell	8,386 -1,120	-12%	-$142K	0.17%	41
2024 Q4	$1.28M	Buy	9,506 +1,846	+24%	+$254K	0.22%	39
2024 Q3	$930K	Buy	7,660 +35	+0.5%	+$4.13K	0.15%	44
2024 Q2	$942K	Buy	7,625 +225	+3%	+$22.7K	0.18%	42
2024 Q1	$669K	Sell	7,400 -150	-2%	-$10.9K	0.13%	46
2023 Q4	$374K	Sell	7,550 -390	-5%	-$18.1K	0.07%	57
2023 Q3	$345K	Buy	7,940 +550	+7%	+$24.6K	0.08%	56
2023 Q2	$313K	Buy	+7,390	New	+$245K	0.07%	50
2022 Q4	–	Sell	-8,190	Closed	-$99K	–	66
2022 Q3	$99K	Buy	+8,190	New	+$129K	0.03%	65

Other funds holding NVDA

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Front Street Capital Management's NVDA Position: Q2 2026 in Review

Front Street Capital Management reduced its NVIDIA (NVDA) stake by 23% in Q2 2026, selling an estimated $366K and leaving 6,078 shares worth $1.21M. The position accounts for 0.14% of the portfolio, ranked #43.

Front Street Capital Management first reported a position in NVDA in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.47M in Q4 2025. 5,980 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Front Street Capital Management held 6,078 shares of NVIDIA worth $1.21M as of Q2 2026.
Front Street Capital Management sold 1,781 NVIDIA shares in Q2 2026, an estimated $366K.
NVIDIA made up 0.14% of Front Street Capital Management's portfolio in Q2 2026, its #43 holding.
Front Street Capital Management first reported a position in NVIDIA in Q3 2022 and has held it in 14 quarters since.
Front Street Capital Management's NVIDIA position peaked at $1.47M in Q4 2025.
5,980 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Front Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.