Main Street Research’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $126M | Buy |
630,053
+9,277
| +1% | +$1.91M | 5.95% | 1 |
|
|
2026
Q1 | $108M | Buy |
620,776
+24,932
| +4% | +$4.57M | 6.3% | 1 |
|
|
2025
Q4 | $111M | Sell |
595,844
-5,714
| -0.9% | -$1.06M | 6.36% | 1 |
|
|
2025
Q3 | $112M | Buy |
601,558
+6,382
| +1% | +$1.11M | 6.06% | 1 |
|
|
2025
Q2 | $94M | Buy |
595,176
+147,407
| +33% | +$18.6M | 5.85% | 1 |
|
|
2025
Q1 | $48.5M | Sell |
447,769
-171,280
| -28% | -$21.7M | 3.17% | 11 |
|
|
2024
Q4 | $83.1M | Sell |
619,049
-166,891
| -21% | -$23M | 5.18% | 2 |
|
|
2024
Q3 | $95.5M | Buy |
785,940
+21,947
| +3% | +$2.59M | 6.01% | 1 |
|
|
2024
Q2 | $94.4M | Buy |
763,993
+13,353
| +2% | +$1.35M | 6.23% | 1 |
|
|
2024
Q1 | $67.8M | Buy |
750,640
+40
| +0% | +$2.9K | 4.61% | 1 |
|
|
2023
Q4 | $37.2M | Buy |
750,600
+241,190
| +47% | +$11.2M | 2.98% | 9 |
|
|
2023
Q3 | $22.2M | Buy |
509,410
+470,710
| +1,216% | +$21.1M | 2.28% | 16 |
|
|
2023
Q2 | $1.64M | Sell |
38,700
-2,140
| -5% | -$71K | 0.26% | 38 |
|
|
2023
Q1 | $1.13M | Sell |
40,840
-31,630
| -44% | -$685K | 0.22% | 39 |
|
|
2022
Q4 | $1.06M | Buy |
72,470
+12,850
| +22% | +$188K | 0.26% | 39 |
|
|
2022
Q3 | $724K | Buy |
59,620
+31,940
| +115% | +$505K | 0.16% | 45 |
|
|
2022
Q2 | $420K | Sell |
27,680
-1,169,620
| -98% | -$22.1M | 0.11% | 49 |
|
|
2022
Q1 | $32.7M | Sell |
1,197,300
-560,480
| -32% | -$14.1M | 3.07% | 9 |
|
|
2021
Q4 | $51.7M | Buy |
1,757,780
+22,510
| +1% | +$619K | 3.99% | 3 |
|
|
2021
Q3 | $35.9M | Buy |
1,735,270
+41,110
| +2% | +$854K | 3.15% | 9 |
|
|
2021
Q2 | $33.9M | Buy |
1,694,160
+47,080
| +3% | +$755K | 2.72% | 9 |
|
|
2021
Q1 | $22M | Buy |
1,647,080
+91,200
| +6% | +$1.23M | 2.07% | 22 |
|
|
2020
Q4 | $20.3M | Buy |
1,555,880
+83,360
| +6% | +$1.12M | 2.18% | 19 |
|
|
2020
Q3 | $19.9M | Buy |
1,472,520
+81,920
| +6% | +$953K | 2.54% | 9 |
|
|
2020
Q2 | $13.2M | Buy |
1,390,600
+95,360
| +7% | +$772K | 2.07% | 28 |
|
|
2020
Q1 | $8.54M | Sell |
1,295,240
-1,303,040
| -50% | -$8.22M | 2.09% | 23 |
|
|
2019
Q4 | $15.3M | Buy |
+2,598,280
| New | +$13.5M | 2.41% | 19 |
|
|
2018
Q4 | – | Sell |
-2,993,320
| Closed | -$21M | – | 100 |
|
|
2018
Q3 | $21M | Buy |
2,993,320
+140,040
| +5% | +$911K | 3.02% | 6 |
|
|
2018
Q2 | $16.9M | Sell |
2,853,280
-2,080
| -0.1% | -$12.6K | 2.65% | 9 |
|
|
2018
Q1 | $16.5M | Buy |
2,855,360
+164,720
| +6% | +$968K | 2.62% | 9 |
|
|
2017
Q4 | $13M | Buy |
2,690,640
+48,400
| +2% | +$240K | 1.98% | 22 |
|
|
2017
Q3 | $11.8M | Buy |
2,642,240
+2,271,600
| +613% | +$9.44M | 1.91% | 25 |
|
|
2017
Q2 | $1.34M | Buy |
370,640
+251,680
| +212% | +$799K | 0.22% | 59 |
|
|
2017
Q1 | $324K | Buy |
+118,960
| New | +$317K | 0.06% | 92 |
|
Other funds holding NVDA
DACG
ECSS
Main Street Research's NVDA Position: Q2 2026 in Review
Main Street Research increased its NVIDIA (NVDA) stake by 1.5% in Q2 2026, buying an estimated $1.91M and bringing the position to 630,053 shares worth $126M. The position accounts for 5.95% of the portfolio, ranked #1.
Main Street Research first reported a position in NVDA in Q1 2017 and has held it in 34 quarters since. 2,701 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.
- Main Street Research held 630,053 shares of NVIDIA worth $126M as of Q2 2026.
- Main Street Research bought 9,277 NVIDIA shares in Q2 2026, an estimated $1.91M.
- NVIDIA made up 5.95% of Main Street Research's portfolio in Q2 2026, its #1 holding.
- Main Street Research first reported a position in NVIDIA in Q1 2017 and has held it in 34 quarters since.
- 2,701 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.
Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.