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Oakmont Corp’s NVIDIA NVDA Stock Holding History

Oakmont Corp’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 		$50.5M Sell
252,439
-32,310
-11% -$6.64M 10.05% 5
2026
Q1 		$49.7M Buy
284,749
+22,698
+9% +$4.16M 9.43% 5
2025
Q4 		$48.9M Sell
262,051
-4,509
-2% -$839K 8.45% 5
2025
Q3 		$49.7M Sell
266,560
-104,784
-28% -$18.3M 8.89% 4
2025
Q2 		$58.7M Sell
371,344
-104,935
-22% -$13.2M 10.28% 4
2025
Q1 		$51.6M Sell
476,279
-115,910
-20% -$14.7M 10.18% 4
2024
Q4 		$79.5M Buy
592,189
+21,812
+4% +$3.01M 13.91% 3
2024
Q3 		$77.2M Sell
570,377
-6,573
-1% -$776K 14.85% 3
2024
Q2 		$71.3M Buy
576,950
+44,600
+8% +$4.51M 15.68% 3
2024
Q1 		$48.1M Buy
532,350
+34,730
+7% +$2.52M 11.77% 4
2023
Q4 		$24.6M Buy
497,620
+153,280
+45% +$7.1M 6.47% 6
2023
Q3 		$15M Sell
344,340
-160
-0% -$7.17K 4.28% 8
2023
Q2 		$14.6M Hold
344,500
– – 1.86% 10
2023
Q1 		$9.57M Hold
344,500
– – 1.28% 12
2022
Q4 		$5.04M Hold
344,500
– – 0.81% 13
2022
Q3 		$4.18M Sell
344,500
-46,700
-12% -$738K 0.65% 13
2022
Q2 		$5.93M Sell
391,200
-1,280
-0.3% -$24.2K 0.82% 15
2022
Q1 		$10.7M Hold
392,480
– – 0.97% 16
2021
Q4 		$11.5M Hold
392,480
– – 0.91% 14
2021
Q3 		$8.13M Hold
392,480
– – 0.63% 16
2021
Q2 		$7.85M Hold
392,480
– – 0.59% 15
2021
Q1 		$5.24M Hold
392,480
– – 0.46% 15
2020
Q4 		$5.12M Buy
392,480
+8,920
+2% +$119K 0.46% 15
2020
Q3 		$5.19M Buy
+383,560
New +$4.46M 0.54% 15

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Oakmont Corp's NVDA Position: Q2 2026 in Review

Oakmont Corp reduced its NVIDIA (NVDA) stake by 11% in Q2 2026, selling an estimated $6.64M and leaving 252,439 shares worth $50.5M. The position accounts for 10.05% of the portfolio, ranked #5.

Oakmont Corp first reported a position in NVDA in Q3 2020 and has held it in 24 quarters since. The position peaked at $79.5M in Q4 2024. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Oakmont Corp held 252,439 shares of NVIDIA worth $50.5M as of Q2 2026.
  • Oakmont Corp sold 32,310 NVIDIA shares in Q2 2026, an estimated $6.64M.
  • NVIDIA made up 10.05% of Oakmont Corp's portfolio in Q2 2026, its #5 holding.
  • Oakmont Corp first reported a position in NVIDIA in Q3 2020 and has held it in 24 quarters since.
  • Oakmont Corp's NVIDIA position peaked at $79.5M in Q4 2024.
  • 5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Oakmont Corp's 13F filing for Q2 2026, filed 7 Aug 2026.