JC
NVDA icon

Jacobs & Co’s NVIDIA NVDA Stock Holding History

Jacobs & 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 		$59.1M Sell
295,599
-3,644
-1% -$749K 5.07% 2
2026
Q1 		$52.2M Buy
299,243
+268
+0.1% +$49.2K 5.15% 2
2025
Q4 		$55.8M Sell
298,975
-11,070
-4% -$2.06M 5.26% 2
2025
Q3 		$57.8M Sell
310,045
-9,916
-3% -$1.73M 5.53% 2
2025
Q2 		$50.5M Sell
319,961
-7,947
-2% -$1M 5.02% 2
2025
Q1 		$35.5M Sell
327,908
-1,844
-0.6% -$234K 3.79% 2
2024
Q4 		$44.3M Sell
329,752
-16,147
-5% -$2.23M 4.5% 2
2024
Q3 		$42M Buy
345,899
+1,445
+0.4% +$171K 4.2% 2
2024
Q2 		$42.6M Sell
344,454
-25,706
-7% -$2.6M 4.46% 2
2024
Q1 		$33.4M Sell
370,160
-51,190
-12% -$3.71M 3.54% 3
2023
Q4 		$20.9M Sell
421,350
-3,500
-0.8% -$162K 2.37% 5
2023
Q3 		$18.5M Buy
424,850
+39,990
+10% +$1.79M 2.3% 5
2023
Q2 		$16.3M Sell
384,860
-39,270
-9% -$1.3M 1.94% 8
2023
Q1 		$11.8M Buy
424,130
+3,280
+0.8% +$71K 1.45% 21
2022
Q4 		$6.15M Sell
420,850
-5,700
-1% -$83.6K 0.8% 57
2022
Q3 		$5.18M Buy
426,550
+8,090
+2% +$128K 0.74% 57
2022
Q2 		$6.34M Sell
418,460
-3,850
-0.9% -$72.7K 0.85% 54
2022
Q1 		$11.5M Buy
422,310
+64,270
+18% +$1.61M 1.28% 31
2021
Q4 		$10.5M Sell
358,040
-25,310
-7% -$696K 1.09% 41
2021
Q3 		$7.94M Sell
383,350
-3,330
-0.9% -$69.1K 0.91% 50
2021
Q2 		$7.73M Sell
386,680
-55,200
-12% -$885K 0.89% 49
2021
Q1 		$5.9M Buy
441,880
+3,000
+0.7% +$40.3K 0.72% 58
2020
Q4 		$5.73M Sell
438,880
-11,880
-3% -$159K 0.74% 56
2020
Q3 		$6.1M Sell
450,760
-58,400
-11% -$680K 0.88% 50
2020
Q2 		$4.84M Sell
509,160
-21,400
-4% -$173K 0.79% 53
2020
Q1 		$3.5M Sell
530,560
-40,400
-7% -$255K 0.67% 57
2019
Q4 		$3.36M Sell
570,960
-29,800
-5% -$155K 0.51% 70
2019
Q3 		$2.61M Buy
600,760
+31,880
+6% +$134K 0.42% 72
2019
Q2 		$2.33M Buy
568,880
+415,440
+271% +$1.72M 0.38% 78
2019
Q1 		$688K Buy
+153,440
New +$595K 0.12% 99

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

Jacobs & Co's NVDA Position: Q2 2026 in Review

Jacobs & Co reduced its NVIDIA (NVDA) stake by 1.2% in Q2 2026, selling an estimated $749K and leaving 295,599 shares worth $59.1M. The position accounts for 5.07% of the portfolio, ranked #2.

Jacobs & Co first reported a position in NVDA in Q1 2019 and has held it in 30 quarters since. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Jacobs & Co held 295,599 shares of NVIDIA worth $59.1M as of Q2 2026.
  • Jacobs & Co sold 3,644 NVIDIA shares in Q2 2026, an estimated $749K.
  • NVIDIA made up 5.07% of Jacobs & Co's portfolio in Q2 2026, its #2 holding.
  • Jacobs & Co first reported a position in NVIDIA in Q1 2019 and has held it in 30 quarters since.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Jacobs & Co's 13F filing for Q2 2026, filed 9 Jul 2026.