McElhenny Sheffield Capital Management’s NVIDIA NVDA Stock Holding History

McElhenny Sheffield 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	$2.32M	Buy	11,608 +1,025	+10%	+$211K	0.58%	10
2026 Q1	$1.85M	Buy	10,583 +1,163	+12%	+$213K	0.46%	13
2025 Q4	$1.76M	Buy	9,420 +1,387	+17%	+$258K	0.43%	14
2025 Q3	$1.5M	Buy	8,033 +5,022	+167%	+$875K	0.36%	18
2025 Q2	$476K	Buy	3,011 +38	+1%	+$4.78K	0.13%	57
2025 Q1	$322K	Sell	2,973 -26	-0.9%	-$3.29K	0.12%	82
2024 Q4	$403K	Buy	2,999 +185	+7%	+$25.5K	0.14%	70
2024 Q3	$342K	Buy	2,814 +183	+7%	+$21.6K	0.11%	77
2024 Q2	$303K	Sell	2,631 -109	-4%	-$11K	0.1%	77
2024 Q1	$246K	Buy	+2,740	New	+$199K	0.09%	87
2023 Q1	–	Sell	-99,900	Closed	-$212K	–	434
2022 Q4	$212K	Buy	+99,900	New	+$1.47M	0.1%	85

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

McElhenny Sheffield Capital Management's NVDA Position: Q2 2026 in Review

McElhenny Sheffield Capital Management increased its NVIDIA (NVDA) stake by 9.7% in Q2 2026, buying an estimated $211K and bringing the position to 11,608 shares worth $2.32M. The position accounts for 0.58% of the portfolio, ranked #10.

McElhenny Sheffield Capital Management first reported a position in NVDA in Q4 2022 and has held it in 11 quarters since. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

McElhenny Sheffield Capital Management held 11,608 shares of NVIDIA worth $2.32M as of Q2 2026.
McElhenny Sheffield Capital Management bought 1,025 NVIDIA shares in Q2 2026, an estimated $211K.
NVIDIA made up 0.58% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #10 holding.
McElhenny Sheffield Capital Management first reported a position in NVIDIA in Q4 2022 and has held it in 11 quarters since.
2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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