Regatta Capital Group’s NVIDIA NVDA Stock Holding History

Regatta Capital Group’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	$10.9M	Buy	62,428 +3,993	+7%	+$733K	1.65%	15
2025 Q4	$10.9M	Sell	58,435 -5,251	-8%	-$977K	1.65%	16
2025 Q3	$11.9M	Buy	63,686 +6,534	+11%	+$1.14M	1.88%	16
2025 Q2	$9.03M	Buy	57,152 +936	+2%	+$118K	1.55%	17
2025 Q1	$6.09M	Buy	56,216 +10,168	+22%	+$1.29M	1.18%	17
2024 Q4	$6.18M	Sell	46,048 -10,821	-19%	-$1.49M	1.2%	18
2024 Q3	$6.91M	Sell	56,869 -780	-1%	-$92.1K	1.34%	17
2024 Q2	$7.12M	Buy	57,649 +4,659	+9%	+$471K	1.53%	18
2024 Q1	$4.79M	Buy	52,990 +2,140	+4%	+$155K	1.08%	19
2023 Q4	$2.52M	Buy	50,850 +390	+0.8%	+$18.1K	0.66%	33
2023 Q3	$2.2M	Sell	50,460 -8,940	-15%	-$401K	0.7%	29
2023 Q2	$2.51M	Sell	59,400 -18,710	-24%	-$621K	0.8%	24
2023 Q1	$1.14M	Hold	78,110	–	–	0.41%	60
2022 Q4	$1.14M	Buy	78,110 +15,800	+25%	+$232K	0.41%	60
2022 Q3	$944K	Buy	62,310 +9,200	+17%	+$145K	0.39%	69
2022 Q2	$805K	Sell	53,110 -7,500	-12%	-$142K	0.38%	71
2022 Q1	$1.65M	Buy	60,610 +2,870	+5%	+$72K	0.57%	41
2021 Q4	$1.7M	Buy	+57,740	New	+$1.59M	0.59%	45

Other funds holding NVDA

BlackRock New York $5.7T 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 $1.47T 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