Nicholson Meyer Capital Management’s NVIDIA NVDA Stock Holding History

Nicholson Meyer 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	$1.81M	Hold	9,055	–	–	1.21%	18
2026 Q1	$1.58M	Sell	9,055 -350	-4%	-$64.2K	1.21%	16
2025 Q4	$1.75M	Sell	9,405 -4,848	-34%	-$902K	1.33%	16
2025 Q3	$2.66M	Sell	14,253 -963	-6%	-$168K	2.04%	14
2025 Q2	$2.4M	Buy	15,216 +241	+2%	+$30.3K	2.03%	14
2025 Q1	$1.62M	Buy	+14,975	New	+$1.9M	1.49%	16

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

Nicholson Meyer Capital Management's NVDA Position: Q2 2026 in Review

Nicholson Meyer Capital Management held its NVIDIA (NVDA) position steady in Q2 2026 at 9,055 shares worth $1.81M. The position accounts for 1.21% of the portfolio, ranked #18.

Nicholson Meyer Capital Management first reported a position in NVDA in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.66M in Q3 2025. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Nicholson Meyer Capital Management held 9,055 shares of NVIDIA worth $1.81M as of Q2 2026.
Nicholson Meyer Capital Management left its NVIDIA share count unchanged in Q2 2026.
NVIDIA made up 1.21% of Nicholson Meyer Capital Management's portfolio in Q2 2026, its #18 holding.
Nicholson Meyer Capital Management first reported a position in NVIDIA in Q1 2025 and has held it in 6 quarters since.
Nicholson Meyer Capital Management's NVIDIA position peaked at $2.66M in Q3 2025.
2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Nicholson Meyer Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.