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D.B. Root & Company’s NVIDIA NVDA Stock Holding History

D.B. Root & Company’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 		$4.8M Sell
23,992
-851
-3% -$175K 1.02% 19
2026
Q1 		$4.33M Sell
24,843
-264
-1% -$48.4K 1.04% 21
2025
Q4 		$4.68M Sell
25,107
-2,827
-10% -$526K 1.14% 21
2025
Q3 		$5.21M Buy
27,934
+2,839
+11% +$495K 1.32% 16
2025
Q2 		$3.96M Sell
25,095
-1,991
-7% -$251K 1.17% 19
2025
Q1 		$2.94M Buy
27,086
+588
+2% +$74.5K 0.95% 24
2024
Q4 		$3.56M Sell
26,498
-208
-0.8% -$28.7K 1.13% 20
2024
Q3 		$3.24M Buy
26,706
+362
+1% +$42.8K 1.07% 21
2024
Q2 		$3.25M Buy
26,344
+4,044
+18% +$409K 1.11% 19
2024
Q1 		$2.01M Buy
22,300
+4,120
+23% +$299K 0.68% 31
2023
Q4 		$900K Sell
18,180
-6,450
-26% -$299K 0.33% 85
2023
Q3 		$1.07M Buy
24,630
+340
+1% +$15.2K 0.42% 67
2023
Q2 		$1.03M Sell
24,290
-11,430
-32% -$379K 0.39% 74
2023
Q1 		$992K Sell
35,720
-1,150
-3% -$24.9K 0.39% 71
2022
Q4 		$539K Buy
36,870
+120
+0.3% +$1.76K 0.23% 99
2022
Q3 		$446K Sell
36,750
-640
-2% -$10.1K 0.2% 107
2022
Q2 		$566K Buy
37,390
+560
+2% +$10.6K 0.24% 99
2022
Q1 		$1M Buy
36,830
+4,190
+13% +$105K 0.37% 68
2021
Q4 		$959K Sell
32,640
-27,480
-46% -$756K 0.35% 73
2021
Q3 		$1.25M Sell
60,120
-6,680
-10% -$139K 0.49% 42
2021
Q2 		$1.34M Buy
66,800
+18,000
+37% +$289K 0.5% 39
2021
Q1 		$651K Buy
+48,800
New +$656K 0.26% 105
2020
Q2 		– Sell
-72,080
Closed -$475K – 201
2020
Q1 		$475K Sell
72,080
-69,560
-49% -$439K 0.24% 109
2019
Q4 		$833K Buy
+141,640
New +$737K 0.37% 81

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

D.B. Root & Company's NVDA Position: Q2 2026 in Review

D.B. Root & Company reduced its NVIDIA (NVDA) stake by 3.4% in Q2 2026, selling an estimated $175K and leaving 23,992 shares worth $4.8M. The position accounts for 1.02% of the portfolio, ranked #19.

D.B. Root & Company first reported a position in NVDA in Q4 2019 and has held it in 24 quarters since. The position peaked at $5.21M in Q3 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • D.B. Root & Company held 23,992 shares of NVIDIA worth $4.8M as of Q2 2026.
  • D.B. Root & Company sold 851 NVIDIA shares in Q2 2026, an estimated $175K.
  • NVIDIA made up 1.02% of D.B. Root & Company's portfolio in Q2 2026, its #19 holding.
  • D.B. Root & Company first reported a position in NVIDIA in Q4 2019 and has held it in 24 quarters since.
  • D.B. Root & Company's NVIDIA position peaked at $5.21M in Q3 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.