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Kapstone Financial Advisors’s NVIDIA NVDA Stock Holding History

Kapstone Financial Advisors’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
Q1 		$3.54M Buy
20,294
+630
+3% +$116K 1.73% 12
2025
Q4 		$3.67M Sell
19,664
-471
-2% -$87.7K 1.82% 12
2025
Q3 		$3.76M Sell
20,135
-1,315
-6% -$229K 1.77% 13
2025
Q2 		$3.39M Buy
21,450
+1,305
+6% +$164K 1.69% 11
2025
Q1 		$2.18M Buy
20,145
+828
+4% +$105K 1.24% 18
2024
Q4 		$2.39M Sell
19,317
-351
-2% -$48.4K 1.27% 17
2024
Q3 		$2.39M Sell
19,668
-132
-0.7% -$15.6K 1.45% 14
2024
Q2 		$2.45M Buy
19,800
+730
+4% +$73.8K 1.6% 13
2024
Q1 		$1.72M Buy
19,070
+1,990
+12% +$144K 1.17% 17
2023
Q4 		$1.05M Buy
17,080
+3,030
+22% +$140K 0.83% 27
2023
Q3 		$611K Sell
14,050
-310
-2% -$13.9K 0.55% 35
2023
Q2 		$668K Buy
14,360
+240
+2% +$7.97K 0.55% 35
2023
Q1 		$374K Hold
14,120
– – 0.34% 63
2022
Q4 		$307K Buy
+14,120
New +$207K 0.28% 71

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kapstone Financial Advisors's NVDA Position: Q1 2026 in Review

Kapstone Financial Advisors increased its NVIDIA (NVDA) stake by 3.2% in Q1 2026, buying an estimated $116K and bringing the position to 20,294 shares worth $3.54M. The position accounts for 1.73% of the portfolio, ranked #12.

Kapstone Financial Advisors first reported a position in NVDA in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.76M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Kapstone Financial Advisors held 20,294 shares of NVIDIA worth $3.54M as of Q1 2026.
  • Kapstone Financial Advisors bought 630 NVIDIA shares in Q1 2026, an estimated $116K.
  • NVIDIA made up 1.73% of Kapstone Financial Advisors's portfolio in Q1 2026, its #12 holding.
  • Kapstone Financial Advisors first reported a position in NVIDIA in Q4 2022 and has held it in 14 quarters since.
  • Kapstone Financial Advisors's NVIDIA position peaked at $3.76M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.