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Helen Stephens Group’s NVIDIA NVDA Stock Holding History

Helen Stephens Group’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 		$1.23M Buy
6,133
+384
+7% +$79K 0.21% 47
2026
Q1 		$1M Buy
5,749
+426
+8% +$78.2K 0.2% 55
2025
Q4 		$993K Buy
5,323
+3,840
+259% +$715K 0.21% 50
2025
Q3 		$277K Buy
1,483
+56
+4% +$9.76K 0.06% 92
2025
Q2 		$226K Buy
+1,427
New +$180K 0.06% 84

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Helen Stephens Group's NVDA Position: Q2 2026 in Review

Helen Stephens Group increased its NVIDIA (NVDA) stake by 6.7% in Q2 2026, buying an estimated $79K and bringing the position to 6,133 shares worth $1.23M. The position accounts for 0.21% of the portfolio, ranked #47.

Helen Stephens Group first reported a position in NVDA in Q2 2025 and has held it in 5 quarters since. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Helen Stephens Group held 6,133 shares of NVIDIA worth $1.23M as of Q2 2026.
  • Helen Stephens Group bought 384 NVIDIA shares in Q2 2026, an estimated $79K.
  • NVIDIA made up 0.21% of Helen Stephens Group's portfolio in Q2 2026, its #47 holding.
  • Helen Stephens Group first reported a position in NVIDIA in Q2 2025 and has held it in 5 quarters since.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.