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Swan Capital’s NVIDIA NVDA Stock Holding History

Swan 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
Q1 		$1.09M Buy
6,265
+2,033
+48% +$373K 0.4% 24
2025
Q4 		$789K Buy
4,232
+256
+6% +$47.7K 0.31% 24
2025
Q3 		$742K Sell
3,976
-638
-14% -$111K 0.3% 24
2025
Q2 		$729K Buy
4,614
+493
+12% +$62K 0.32% 24
2025
Q1 		$447K Buy
4,121
+9
+0.2% +$1.14K 0.21% 25
2024
Q4 		$552K Buy
4,112
+51
+1% +$7.03K 0.27% 24
2024
Q3 		$493K Buy
4,061
+11
+0.3% +$1.3K 0.24% 25
2024
Q2 		$500K Buy
4,050
+300
+8% +$30.3K 0.27% 24
2024
Q1 		$339K Buy
+3,750
New +$272K 0.19% 28

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Swan Capital's NVDA Position: Q1 2026 in Review

Swan Capital increased its NVIDIA (NVDA) stake by 48% in Q1 2026, buying an estimated $373K and bringing the position to 6,265 shares worth $1.09M. The position accounts for 0.4% of the portfolio, ranked #24.

Swan Capital first reported a position in NVDA in Q1 2024 and has held it in 9 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Swan Capital held 6,265 shares of NVIDIA worth $1.09M as of Q1 2026.
  • Swan Capital bought 2,033 NVIDIA shares in Q1 2026, an estimated $373K.
  • NVIDIA made up 0.4% of Swan Capital's portfolio in Q1 2026, its #24 holding.
  • Swan Capital first reported a position in NVIDIA in Q1 2024 and has held it in 9 quarters since.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.