North Point Portfolio Managers’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$5.08M Buy
22,211
+20,959
+1,674% +$4.49M 0.85% 38
2026
Q2
$251K Buy
1,252
+39
+3% +$8.02K 0.04% 73
2026
Q1
$212K Buy
1,213
+135
+13% +$24.8K 0.04% 74
2025
Q4
$201K Buy
+1,078
New +$201K 0.03% 75
2025
Q2
– Sell
-2,130
Closed -$231K – 75
2025
Q1
$231K Hold
2,130
– – 0.04% 68
2024
Q4
$286K Sell
2,130
-10
-0.5% -$1.38K 0.05% 58
2024
Q3
$260K Buy
2,140
+210
+11% +$24.8K 0.04% 78
2024
Q2
$238K Buy
+1,930
New +$195K 0.04% 57

Other funds holding NVDA

North Point Portfolio Managers's NVDA Position: Q3 2026 in Review

North Point Portfolio Managers increased its NVIDIA (NVDA) stake by 1,674% in Q3 2026, buying an estimated $4.49M and bringing the position to 22,211 shares worth $5.08M. The position accounts for 0.85% of the portfolio, ranked #38.

North Point Portfolio Managers first reported a position in NVDA in Q2 2024 and has held it in 8 quarters since. 331 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • North Point Portfolio Managers held 22,211 shares of NVIDIA worth $5.08M as of Q3 2026.
  • North Point Portfolio Managers bought 20,959 NVIDIA shares in Q3 2026, an estimated $4.49M.
  • NVIDIA made up 0.85% of North Point Portfolio Managers's portfolio in Q3 2026, its #38 holding.
  • North Point Portfolio Managers first reported a position in NVIDIA in Q2 2024 and has held it in 8 quarters since.
  • 331 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.