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McDaniel Terry & Co’s NVIDIA NVDA Stock Holding History

McDaniel Terry & Co’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 		$3.05M Sell
15,239
-371
-2% -$76.3K 0.24% 35
2026
Q1 		$2.72M Sell
15,610
-145
-0.9% -$26.6K 0.23% 36
2025
Q4 		$2.94M Sell
15,755
-8,991
-36% -$1.67M 0.26% 33
2025
Q3 		$4.62M Sell
24,746
-56
-0.2% -$9.76K 0.37% 33
2025
Q2 		$3.92M Sell
24,802
-2,008
-7% -$253K 0.32% 34
2025
Q1 		$2.91M Sell
26,810
-1,871
-7% -$237K 0.25% 38
2024
Q4 		$3.85M Buy
28,681
+254
+0.9% +$35K 0.32% 34
2024
Q3 		$3.45M Sell
28,427
-3,851
-12% -$455K 0.29% 35
2024
Q2 		$3.99M Sell
32,278
-282
-0.9% -$28.5K 0.35% 35
2024
Q1 		$2.94M Buy
32,560
+3,310
+11% +$240K 0.26% 36
2023
Q4 		$1.45M Sell
29,250
-200
-0.7% -$9.27K 0.14% 46
2023
Q3 		$1.28M Buy
29,450
+410
+1% +$18.4K 0.13% 46
2023
Q2 		$1.23M Sell
29,040
-3,020
-9% -$100K 0.12% 44
2023
Q1 		$891K Buy
32,060
+1,010
+3% +$21.9K 0.1% 47
2022
Q4 		$454K Hold
31,050
– – 0.05% 59
2022
Q3 		$377K Buy
31,050
+1,620
+6% +$25.6K 0.05% 63
2022
Q2 		$446K Sell
29,430
-1,760
-6% -$33.2K 0.06% 62
2022
Q1 		$851K Buy
31,190
+9,170
+42% +$230K 0.09% 46
2021
Q4 		$648K Buy
22,020
+450
+2% +$12.4K 0.06% 60
2021
Q3 		$447K Buy
21,570
+2,050
+11% +$42.6K 0.05% 59
2021
Q2 		$390K Sell
19,520
-1,120
-5% -$18K 0.05% 66
2021
Q1 		$276K Buy
20,640
+1,440
+8% +$19.4K 0.03% 74
2020
Q4 		$251K Buy
19,200
+3,600
+23% +$48.2K 0.03% 77
2020
Q3 		$211K Buy
+15,600
New +$182K 0.03% 78

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 $3.38T AUM 44.17% 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

McDaniel Terry & Co's NVDA Position: Q2 2026 in Review

McDaniel Terry & Co reduced its NVIDIA (NVDA) stake by 2.4% in Q2 2026, selling an estimated $76.3K and leaving 15,239 shares worth $3.05M. The position accounts for 0.24% of the portfolio, ranked #35.

McDaniel Terry & Co first reported a position in NVDA in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.62M in Q3 2025. 5,991 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • McDaniel Terry & Co held 15,239 shares of NVIDIA worth $3.05M as of Q2 2026.
  • McDaniel Terry & Co sold 371 NVIDIA shares in Q2 2026, an estimated $76.3K.
  • NVIDIA made up 0.24% of McDaniel Terry & Co's portfolio in Q2 2026, its #35 holding.
  • McDaniel Terry & Co first reported a position in NVIDIA in Q3 2020 and has held it in 24 quarters since.
  • McDaniel Terry & Co's NVIDIA position peaked at $4.62M in Q3 2025.
  • 5,991 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on McDaniel Terry & Co's 13F filing for Q2 2026, filed 30 Jul 2026.