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Isthmus Partners’s NVIDIA NVDA Stock Holding History

Isthmus Partners’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 		$332K Sell
1,657
-92
-5% -$18.9K 0.03% 190
2026
Q1 		$305K Hold
1,749
– – 0.03% 187
2025
Q4 		$326K Sell
1,749
-60
-3% -$11.2K 0.04% 170
2025
Q3 		$338K Buy
1,809
+214
+13% +$37.3K 0.07% 98
2025
Q2 		$252K Buy
+1,595
New +$201K 0.03% 199
2017
Q1 		– Sell
-2,160
Closed -$6K – 306
2016
Q4 		$6K Buy
+2,160
New +$4.51K ﹤0.01% 275

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
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Isthmus Partners's NVDA Position: Q2 2026 in Review

Isthmus Partners reduced its NVIDIA (NVDA) stake by 5.3% in Q2 2026, selling an estimated $18.9K and leaving 1,657 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #190.

Isthmus Partners first reported a position in NVDA in Q4 2016 and has held it in 6 quarters since. The position peaked at $338K in Q3 2025. 1,760 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Isthmus Partners held 1,657 shares of NVIDIA worth $332K as of Q2 2026.
  • Isthmus Partners sold 92 NVIDIA shares in Q2 2026, an estimated $18.9K.
  • NVIDIA made up 0.03% of Isthmus Partners's portfolio in Q2 2026, its #190 holding.
  • Isthmus Partners first reported a position in NVIDIA in Q4 2016 and has held it in 6 quarters since.
  • Isthmus Partners's NVIDIA position peaked at $338K in Q3 2025.
  • 1,760 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.