Mountain Capital Investment Advisors’s NVIDIA NVDA Stock Holding History

Mountain Capital Investment Advisors’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	$2.57M	Buy	12,825 +883	+7%	+$182K	0.37%	14
2026 Q1	$2.59M	Buy	11,942 +1,133	+10%	+$208K	0.38%	14
2025 Q4	$2.03M	Sell	10,809 -564	-5%	-$105K	0.33%	14
2025 Q3	$2.13M	Buy	11,373 +737	+7%	+$128K	0.38%	14
2025 Q2	$1.63M	Buy	10,636 +370	+4%	+$46.6K	0.31%	16
2025 Q1	$1.09M	Buy	10,266 +3,293	+47%	+$417K	0.23%	21
2024 Q4	$960K	Buy	6,973 +465	+7%	+$64.1K	0.2%	23
2024 Q3	$965K	Buy	6,508 +1,485	+30%	+$175K	0.21%	22
2024 Q2	$645K	Buy	5,023 +713	+17%	+$72.1K	0.16%	20
2024 Q1	$368K	Buy	+4,310	New	+$312K	0.1%	25
2018 Q4	–	Sell	-34,000	Closed	-$239K	–	40
2018 Q3	$239K	Sell	34,000 -3,000	-8%	-$19.5K	0.23%	42
2018 Q2	$219K	Buy	+37,000	New	+$225K	0.21%	41
2017 Q4	–	Sell	-50,520	Closed	-$226K	–	300
2017 Q3	$226K	Sell	50,520 -11,760	-19%	-$48.9K	0.2%	31
2017 Q2	$225K	Buy	+62,280	New	+$198K	0.22%	35

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

Mountain Capital Investment Advisors's NVDA Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its NVIDIA (NVDA) stake by 7.4% in Q2 2026, buying an estimated $182K and bringing the position to 12,825 shares worth $2.57M. The position accounts for 0.37% of the portfolio, ranked #14.

Mountain Capital Investment Advisors first reported a position in NVDA in Q2 2017 and has held it in 14 quarters since. The position peaked at $2.59M in Q1 2026. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Mountain Capital Investment Advisors held 12,825 shares of NVIDIA worth $2.57M as of Q2 2026.
Mountain Capital Investment Advisors bought 883 NVIDIA shares in Q2 2026, an estimated $182K.
NVIDIA made up 0.37% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #14 holding.
Mountain Capital Investment Advisors first reported a position in NVIDIA in Q2 2017 and has held it in 14 quarters since.
Mountain Capital Investment Advisors's NVIDIA position peaked at $2.59M in Q1 2026.
2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.