Montag & Caldwell’s NVIDIA NVDA Stock Holding History

Montag & Caldwell’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
2025 Q2	$16.6M	Buy	104,921 +18,831	+22%	+$2.37M	3.63%	6
2025 Q1	$9.33M	Sell	86,090 -73,485	-46%	-$9.31M	2.16%	23
2024 Q4	$21.4M	Sell	159,575 -16,121	-9%	-$2.22M	4.57%	5
2024 Q3	$21.3M	Sell	175,696 -8,100	-4%	-$957K	4.33%	6
2024 Q2	$22.7M	Sell	183,796 -225,354	-55%	-$22.8M	4.59%	5
2024 Q1	$37M	Sell	409,150 -4,770	-1%	-$346K	6.37%	2
2023 Q4	$20.5M	Sell	413,920 -406,530	-50%	-$18.8M	3.58%	7
2023 Q3	$35.7M	Buy	820,450 +418,890	+104%	+$18.8M	4.58%	3
2023 Q2	$17M	Buy	+401,560	New	+$13.3M	2.07%	26

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Montag & Caldwell's NVDA Position: Q2 2025 in Review

Montag & Caldwell increased its NVIDIA (NVDA) stake by 22% in Q2 2025, buying an estimated $2.37M and bringing the position to 104,921 shares worth $16.6M. The position accounts for 3.63% of the portfolio, ranked #6.

Montag & Caldwell first reported a position in NVDA in Q2 2023 and has held it in 9 quarters since. The position peaked at $37M in Q1 2024. 5,279 funds tracked by Wall St. Rank hold NVDA as of Q2 2025.

Montag & Caldwell held 104,921 shares of NVIDIA worth $16.6M as of Q2 2025.
Montag & Caldwell bought 18,831 NVIDIA shares in Q2 2025, an estimated $2.37M.
NVIDIA made up 3.63% of Montag & Caldwell's portfolio in Q2 2025, its #6 holding.
Montag & Caldwell first reported a position in NVIDIA in Q2 2023 and has held it in 9 quarters since.
Montag & Caldwell's NVIDIA position peaked at $37M in Q1 2024.
5,279 funds tracked by Wall St. Rank held NVIDIA as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.