J. Stern & Co’s NVIDIA NVDA Stock Holding History

J. Stern & Co’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	$122M	Sell	609,827 -9,527	-2%	-$1.96M	11.52%	1
2026 Q1	$108M	Sell	619,354 -54,964	-8%	-$10.1M	10.47%	1
2025 Q4	$126M	Sell	674,318 -236,386	-26%	-$44M	10.72%	1
2025 Q3	$170M	Sell	910,704 -55,852	-6%	-$9.74M	12.86%	1
2025 Q2	$135M	Buy	966,556 +29,101	+3%	+$3.66M	11.54%	1
2025 Q1	$102M	Buy	937,455 +78,702	+9%	+$9.97M	9.74%	1
2024 Q4	$115M	Sell	858,753 -82,031	-9%	-$11.3M	10.86%	1
2024 Q3	$114M	Buy	940,784 +207,494	+28%	+$24.5M	12.18%	1
2024 Q2	$90.6M	Sell	733,290 -360,450	-33%	-$36.4M	10.79%	1
2024 Q1	$99.1M	Sell	1,093,740 -23,660	-2%	-$1.71M	12.53%	1
2023 Q4	$68.8M	Buy	+1,117,400	New	+$51.8M	12.52%	1

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

J. Stern & Co's NVDA Position: Q2 2026 in Review

J. Stern & Co reduced its NVIDIA (NVDA) stake by 1.5% in Q2 2026, selling an estimated $1.96M and leaving 609,827 shares worth $122M. The position accounts for 11.52% of the portfolio, ranked #1.

J. Stern & Co first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $170M in Q3 2025. 5,980 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

J. Stern & Co held 609,827 shares of NVIDIA worth $122M as of Q2 2026.
J. Stern & Co sold 9,527 NVIDIA shares in Q2 2026, an estimated $1.96M.
NVIDIA made up 11.52% of J. Stern & Co's portfolio in Q2 2026, its #1 holding.
J. Stern & Co first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
J. Stern & Co's NVIDIA position peaked at $170M in Q3 2025.
5,980 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on J. Stern & Co's 13F filing for Q2 2026, filed 14 Aug 2026.