BJF
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Blue Jean Financial’s NVIDIA NVDA Stock Holding History

Blue Jean Financial’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 		$1.56M Sell
7,793
-12,553
-62% -$2.58M 1.09% 51
2026
Q1 		$3.55M Buy
20,346
+12,020
+144% +$2.21M 2.93% 8
2025
Q4 		$1.55M Buy
+8,326
New +$1.55M 1.26% 38

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Blue Jean Financial's NVDA Position: Q2 2026 in Review

Blue Jean Financial reduced its NVIDIA (NVDA) stake by 62% in Q2 2026, selling an estimated $2.58M and leaving 7,793 shares worth $1.56M. The position accounts for 1.09% of the portfolio, ranked #51.

Blue Jean Financial first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.55M in Q1 2026. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Blue Jean Financial held 7,793 shares of NVIDIA worth $1.56M as of Q2 2026.
  • Blue Jean Financial sold 12,553 NVIDIA shares in Q2 2026, an estimated $2.58M.
  • NVIDIA made up 1.09% of Blue Jean Financial's portfolio in Q2 2026, its #51 holding.
  • Blue Jean Financial first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • Blue Jean Financial's NVIDIA position peaked at $3.55M in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Blue Jean Financial's 13F filing for Q2 2026, filed 24 Jul 2026.