Helen Stephens Group
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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
Q3 		$2.01M Buy
8,778
+2,645
+43% +$567K 0.32% 34
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% +$9.8K 0.06% 92
2025
Q2 		$226K Buy
+1,427
New +$180K 0.06% 84

Other funds holding NVDA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Helen Stephens Group's NVDA Position: Q3 2026 in Review

Helen Stephens Group increased its NVIDIA (NVDA) stake by 43% in Q3 2026, buying an estimated $567K and bringing the position to 8,778 shares worth $2.01M. The position accounts for 0.32% of the portfolio, ranked #34.

Helen Stephens Group first reported a position in NVDA in Q2 2025 and has held it in 6 quarters since. 3,682 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Helen Stephens Group held 8,778 shares of NVIDIA worth $2.01M as of Q3 2026.
  • Helen Stephens Group bought 2,645 NVIDIA shares in Q3 2026, an estimated $567K.
  • NVIDIA made up 0.32% of Helen Stephens Group's portfolio in Q3 2026, its #34 holding.
  • Helen Stephens Group first reported a position in NVIDIA in Q2 2025 and has held it in 6 quarters since.
  • 3,682 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.