Marathon Capital Management’s NVIDIA NVDA Stock Holding History

Marathon 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	$2.28M	Buy	11,415 +5,455	+92%	+$1.12M	0.46%	55
2026 Q1	$1.04M	Hold	5,960	–	–	0.23%	72
2025 Q4	$1.11M	Sell	5,960 -175	-3%	-$32.6K	0.24%	68
2025 Q3	$1.14M	Buy	6,135 +75	+1%	+$13.1K	0.26%	67
2025 Q2	$957K	Sell	6,060 -520	-8%	-$65.4K	0.24%	68
2025 Q1	$713K	Sell	6,580 -1,100	-14%	-$139K	0.19%	76
2024 Q4	$1.03M	Buy	7,680 +85	+1%	+$11.7K	0.26%	67
2024 Q3	$922K	Sell	7,595 -625	-8%	-$73.8K	0.22%	70
2024 Q2	$1.02M	Sell	8,220 -2,030	-20%	-$205K	0.26%	69
2024 Q1	$926K	Sell	10,250 -1,000	-9%	-$72.5K	0.22%	72
2023 Q4	$557K	Sell	11,250 -3,200	-22%	-$148K	0.14%	91
2023 Q3	$629K	Hold	14,450	–	–	0.16%	83
2023 Q2	$611K	Sell	14,450 -1,000	-6%	-$33.2K	0.15%	87
2023 Q1	$429K	Sell	15,450 -2,750	-15%	-$59.5K	0.11%	105
2022 Q4	$266K	Hold	18,200	–	–	0.07%	124
2022 Q3	$221K	Hold	18,200	–	–	0.06%	133
2022 Q2	$276K	Buy	+18,200	New	+$344K	0.09%	115
2022 Q1	–	Sell	-18,950	Closed	-$557K	–	140
2021 Q4	$557K	Sell	18,950 -31,480	-62%	-$866K	0.13%	100
2021 Q3	$1.04M	Buy	50,430 +37,230	+282%	+$773K	0.24%	64
2021 Q2	$264K	Buy	+13,200	New	+$212K	0.06%	158

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

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

Marathon Capital Management increased its NVIDIA (NVDA) stake by 92% in Q2 2026, buying an estimated $1.12M and bringing the position to 11,415 shares worth $2.28M. The position accounts for 0.46% of the portfolio, ranked #55.

Marathon Capital Management first reported a position in NVDA in Q2 2021 and has held it in 20 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Marathon Capital Management held 11,415 shares of NVIDIA worth $2.28M as of Q2 2026.
Marathon Capital Management bought 5,455 NVIDIA shares in Q2 2026, an estimated $1.12M.
NVIDIA made up 0.46% of Marathon Capital Management's portfolio in Q2 2026, its #55 holding.
Marathon Capital Management first reported a position in NVIDIA in Q2 2021 and has held it in 20 quarters since.
5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.