Next Capital Management’s NVIDIA NVDA Stock Holding History

Next 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 Q1	$3.94M	Sell	22,584 -2,338	-9%	-$429K	1.19%	23
2025 Q4	$4.65M	Sell	24,922 -1,521	-6%	-$283K	1.49%	17
2025 Q3	$4.93M	Sell	26,443 -590	-2%	-$103K	1.65%	15
2025 Q2	$4.27M	Buy	27,033 +14,444	+115%	+$1.82M	1.58%	15
2025 Q1	$1.36M	Buy	12,589 +94	+0.8%	+$11.9K	0.65%	37
2024 Q4	$1.68M	Sell	12,495 -1,850	-13%	-$255K	0.68%	34
2024 Q3	$1.74M	Buy	14,345 +4,905	+52%	+$579K	0.71%	34
2024 Q2	$1.17M	Sell	9,440 -1,430	-13%	-$145K	0.49%	43
2024 Q1	$982K	Buy	+10,870	New	+$788K	0.4%	53
2019 Q3	–	Sell	-5,520	Closed	-$23K	–	620
2019 Q2	$23K	Buy	+5,520	New	+$22.9K	0.02%	263

Other funds holding NVDA

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments

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

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

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

T. Rowe Price Associates

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return