New Capital Management’s NVIDIA NVDA Stock Holding History

New 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	$5.7M	Buy	28,473 +26	+0.1%	+$5.35K	1.3%	13
2026 Q1	$4.96M	Buy	28,447 +154	+0.5%	+$28.3K	1.22%	16
2025 Q4	$5.28M	Sell	28,293 -4,803	-15%	-$894K	1.33%	13
2025 Q3	$6.18M	Buy	33,096 +18,882	+133%	+$3.29M	1.62%	13
2025 Q2	$2.25M	Buy	+14,214	New	+$1.79M	0.63%	19
2020 Q1	–	Sell	-2,200	Closed	-$10K	–	127
2019 Q4	$10K	Hold	2,200	–	–	0.02%	106
2019 Q3	$10K	Buy	2,200 +1,200	+120%	+$5.05K	0.01%	105
2019 Q2	$4K	Hold	1,000	–	–	0.01%	119
2019 Q1	$4K	Buy	+1,000	New	+$3.88K	0.01%	120

Other funds holding NVDA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DACG

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

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

New Capital Management increased its NVIDIA (NVDA) stake by 0.09% in Q2 2026, buying an estimated $5.35K and bringing the position to 28,473 shares worth $5.7M. The position accounts for 1.3% of the portfolio, ranked #13.

New Capital Management first reported a position in NVDA in Q1 2019 and has held it in 9 quarters since. The position peaked at $6.18M in Q3 2025. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

New Capital Management held 28,473 shares of NVIDIA worth $5.7M as of Q2 2026.
New Capital Management bought 26 NVIDIA shares in Q2 2026, an estimated $5.35K.
NVIDIA made up 1.3% of New Capital Management's portfolio in Q2 2026, its #13 holding.
New Capital Management first reported a position in NVIDIA in Q1 2019 and has held it in 9 quarters since.
New Capital Management's NVIDIA position peaked at $6.18M in Q3 2025.
2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on New Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.