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Howard Capital Management’s NVIDIA NVDA Stock Holding History

Howard 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 		$124M Buy
619,923
+164,321
+36% +$33.8M 1.48% 19
2026
Q1 		$79.5M Sell
455,602
-416,191
-48% -$76.4M 1.3% 15
2025
Q4 		$163M Buy
871,793
+56,248
+7% +$10.5M 2.1% 15
2025
Q3 		$152M Buy
815,545
+29,390
+4% +$5.12M 2.01% 15
2025
Q2 		$124M Buy
786,155
+200,831
+34% +$25.3M 1.86% 17
2025
Q1 		$63.4M Sell
585,324
-49,720
-8% -$6.3M 1.59% 16
2024
Q4 		$85.3M Buy
635,044
+22,998
+4% +$3.17M 1.32% 21
2024
Q3 		$74.3M Buy
612,046
+514,185
+525% +$60.7M 1.22% 20
2024
Q2 		$12.1M Buy
97,861
+36,661
+60% +$3.71M 1.19% 9
2024
Q1 		$5.53M Sell
61,200
-1,550
-2% -$112K 0.6% 18
2023
Q4 		$3.11M Sell
62,750
-230
-0.4% -$10.7K 0.38% 22
2023
Q3 		$2.74M Sell
62,980
-180
-0.3% -$8.06K 0.37% 25
2023
Q2 		$2.67M Buy
63,160
+830
+1% +$27.6K 0.36% 23
2023
Q1 		$1.73M Buy
62,330
+1,490
+2% +$32.2K 0.3% 18
2022
Q4 		$889K Hold
60,840
– – 0.25% 15
2022
Q3 		$739K Sell
60,840
-2,240
-4% -$35.4K 0.22% 15
2022
Q2 		$956K Sell
63,080
-1,240
-2% -$23.4K 0.27% 16
2022
Q1 		$1.75M Sell
64,320
-44,430
-41% -$1.11M 0.4% 15
2021
Q4 		$3.21M Buy
108,750
+32,130
+42% +$884K 0.4% 16
2021
Q3 		$1.65M Sell
76,620
-112,740
-60% -$2.34M 0.24% 26
2021
Q2 		$1.67M Buy
189,360
+81,600
+76% +$1.31M 0.32% 22
2021
Q1 		$1.67M Buy
107,760
+280
+0.3% +$3.76K 0.3% 17
2020
Q4 		$1.42M Buy
107,480
+73,800
+219% +$988K 0.28% 20
2020
Q3 		$456K Buy
33,680
+1,760
+6% +$20.5K 0.1% 42
2020
Q2 		$314K Buy
+31,920
New +$258K 0.09% 45

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

Howard Capital Management's NVDA Position: Q2 2026 in Review

Howard Capital Management increased its NVIDIA (NVDA) stake by 36% in Q2 2026, buying an estimated $33.8M and bringing the position to 619,923 shares worth $124M. The position accounts for 1.48% of the portfolio, ranked #19.

Howard Capital Management first reported a position in NVDA in Q2 2020 and has held it in 25 quarters since. The position peaked at $163M in Q4 2025. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Howard Capital Management held 619,923 shares of NVIDIA worth $124M as of Q2 2026.
  • Howard Capital Management bought 164,321 NVIDIA shares in Q2 2026, an estimated $33.8M.
  • NVIDIA made up 1.48% of Howard Capital Management's portfolio in Q2 2026, its #19 holding.
  • Howard Capital Management first reported a position in NVIDIA in Q2 2020 and has held it in 25 quarters since.
  • Howard Capital Management's NVIDIA position peaked at $163M in Q4 2025.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.