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Kanawha Capital Management’s NVIDIA NVDA Stock Holding History

Kanawha 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 		$12.7M Buy
63,547
+1,303
+2% +$268K 0.83% 39
2026
Q1 		$10.9M Buy
62,244
+3,570
+6% +$655K 0.77% 41
2025
Q4 		$10.9M Buy
58,674
+354
+0.6% +$65.9K 0.75% 42
2025
Q3 		$10.9M Buy
58,320
+1,756
+3% +$306K 0.75% 43
2025
Q2 		$8.94M Buy
56,564
+3,467
+7% +$436K 0.66% 49
2025
Q1 		$5.75M Buy
53,097
+20,476
+63% +$2.6M 0.45% 59
2024
Q4 		$4.38M Buy
32,621
+2,863
+10% +$395K 0.34% 71
2024
Q3 		$3.61M Buy
29,758
+6,693
+29% +$791K 0.26% 79
2024
Q2 		$2.85M Buy
23,065
+4,505
+24% +$455K 0.22% 83
2024
Q1 		$1.68M Buy
18,560
+220
+1% +$15.9K 0.13% 102
2023
Q4 		$908K Sell
18,340
-1,300
-7% -$60.2K 0.08% 113
2023
Q3 		$854K Sell
19,640
-250
-1% -$11.2K 0.08% 115
2023
Q2 		$841K Sell
19,890
-3,090
-13% -$103K 0.08% 115
2023
Q1 		$638K Sell
22,980
-3,700
-14% -$80.1K 0.06% 135
2022
Q4 		$390K Buy
26,680
+650
+2% +$9.53K 0.04% 159
2022
Q3 		$316K Buy
26,030
+10,340
+66% +$163K 0.03% 159
2022
Q2 		$238K Buy
15,690
+350
+2% +$6.61K 0.02% 187
2022
Q1 		$419K Sell
15,340
-2,000
-12% -$50.2K 0.04% 153
2021
Q4 		$510K Sell
17,340
-1,000
-5% -$27.5K 0.04% 145
2021
Q3 		$380K Sell
18,340
-3,740
-17% -$77.7K 0.04% 161
2021
Q2 		$442K Hold
22,080
– – 0.04% 155
2021
Q1 		$295K Buy
22,080
+200
+0.9% +$2.69K 0.03% 177
2020
Q4 		$286K Sell
21,880
-1,720
-7% -$23K 0.03% 177
2020
Q3 		$319K Sell
23,600
-2,000
-8% -$23.3K 0.04% 161
2020
Q2 		$243K Buy
+25,600
New +$207K 0.03% 174

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

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

Kanawha Capital Management increased its NVIDIA (NVDA) stake by 2.1% in Q2 2026, buying an estimated $268K and bringing the position to 63,547 shares worth $12.7M. The position accounts for 0.83% of the portfolio, ranked #39.

Kanawha Capital Management first reported a position in NVDA in Q2 2020 and has held it in 25 quarters since. 5,972 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Kanawha Capital Management held 63,547 shares of NVIDIA worth $12.7M as of Q2 2026.
  • Kanawha Capital Management bought 1,303 NVIDIA shares in Q2 2026, an estimated $268K.
  • NVIDIA made up 0.83% of Kanawha Capital Management's portfolio in Q2 2026, its #39 holding.
  • Kanawha Capital Management first reported a position in NVIDIA in Q2 2020 and has held it in 25 quarters since.
  • 5,972 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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