Shearwater Capital’s NVIDIA NVDA Stock Holding History

Shearwater Capital’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	$1.29M	Sell	6,471 -479	-7%	-$98.5K	0.62%	26
2026 Q1	$1.21M	Buy	6,950 +485	+8%	+$89K	0.64%	23
2025 Q4	$1.21M	Hold	6,465	–	–	0.69%	19
2025 Q3	$1.21M	Hold	6,465	–	–	0.72%	17
2025 Q2	$1.02M	Buy	6,465 +1,050	+19%	+$132K	0.64%	18
2025 Q1	$587K	Hold	5,415	–	–	0.41%	24
2024 Q4	$727K	Hold	5,415	–	–	0.49%	23
2024 Q3	$658K	Sell	5,415 -6,605	-55%	-$780K	0.45%	24
2024 Q2	$1.48M	Hold	12,020	–	–	1.09%	14
2024 Q1	$1.09M	Hold	12,020	–	–	0.8%	16
2023 Q4	$595K	Hold	12,020	–	–	0.47%	24
2023 Q3	$523K	Hold	12,020	–	–	0.47%	25
2023 Q2	$508K	Hold	12,020	–	–	0.44%	26
2023 Q1	$334K	Buy	+12,020	New	+$260K	0.31%	28
2022 Q2	–	Sell	-12,020	Closed	-$328K	–	38
2022 Q1	$328K	Hold	12,020	–	–	0.3%	28
2021 Q4	$354K	Buy	+12,020	New	+$331K	0.3%	26

Other funds holding NVDA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Shearwater Capital's NVDA Position: Q2 2026 in Review

Shearwater Capital reduced its NVIDIA (NVDA) stake by 6.9% in Q2 2026, selling an estimated $98.5K and leaving 6,471 shares worth $1.29M. The position accounts for 0.62% of the portfolio, ranked #26.

Shearwater Capital first reported a position in NVDA in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.48M in Q2 2024. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Shearwater Capital held 6,471 shares of NVIDIA worth $1.29M as of Q2 2026.
Shearwater Capital sold 479 NVIDIA shares in Q2 2026, an estimated $98.5K.
NVIDIA made up 0.62% of Shearwater Capital's portfolio in Q2 2026, its #26 holding.
Shearwater Capital first reported a position in NVIDIA in Q4 2021 and has held it in 16 quarters since.
Shearwater Capital's NVIDIA position peaked at $1.48M in Q2 2024.
2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.