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Stony Point Capital’s NVIDIA NVDA Stock Holding History

Stony Point 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 		$101M Buy
503,550
+16,086
+3% +$3.31M 6.54% 4
2026
Q1 		$85M Buy
487,464
+62,475
+15% +$11.5M 6.84% 3
2025
Q4 		$79.3M Buy
424,989
+10,672
+3% +$1.99M 5.82% 5
2025
Q3 		$77.3M Buy
414,317
+19,699
+5% +$3.43M 5.42% 6
2025
Q2 		$62.3M Buy
394,618
+147,031
+59% +$18.5M 4.72% 3
2025
Q1 		$26.8M Buy
247,587
+174,712
+240% +$22.1M 2.76% 17
2024
Q4 		$9.79M Hold
72,875
– – 2.01% 25
2024
Q3 		$8.85M Buy
72,875
+2,364
+3% +$279K 2.11% 26
2024
Q2 		$8.71M Buy
+70,511
New +$7.13M 2.24% 18

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

Stony Point Capital's NVDA Position: Q2 2026 in Review

Stony Point Capital increased its NVIDIA (NVDA) stake by 3.3% in Q2 2026, buying an estimated $3.31M and bringing the position to 503,550 shares worth $101M. The position accounts for 6.54% of the portfolio, ranked #4.

Stony Point Capital first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Stony Point Capital held 503,550 shares of NVIDIA worth $101M as of Q2 2026.
  • Stony Point Capital bought 16,086 NVIDIA shares in Q2 2026, an estimated $3.31M.
  • NVIDIA made up 6.54% of Stony Point Capital's portfolio in Q2 2026, its #4 holding.
  • Stony Point Capital first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Stony Point Capital's 13F filing for Q2 2026, filed 13 Aug 2026.