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Kaufman Rossin Wealth’s NVIDIA NVDA Stock Holding History

Kaufman Rossin Wealth’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 		$2.44M Sell
12,021
-1,841
-13% -$379K 1.15% 14
2026
Q1 		$2.42M Sell
13,862
-1,529
-10% -$281K 1.39% 14
2025
Q4 		$2.87M Buy
15,391
+2,142
+16% +$399K 1.49% 13
2025
Q3 		$2.47M Buy
13,249
+1,805
+16% +$315K 1.35% 14
2025
Q2 		$1.81M Buy
11,444
+368
+3% +$46.3K 1.14% 15
2025
Q1 		$1.2M Buy
11,076
+7,341
+197% +$930K 0.86% 18
2024
Q4 		$502K Buy
+3,735
New +$515K 0.52% 26

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kaufman Rossin Wealth's NVDA Position: Q2 2026 in Review

Kaufman Rossin Wealth reduced its NVIDIA (NVDA) stake by 13% in Q2 2026, selling an estimated $379K and leaving 12,021 shares worth $2.44M. The position accounts for 1.15% of the portfolio, ranked #14.

Kaufman Rossin Wealth first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.87M in Q4 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Kaufman Rossin Wealth held 12,021 shares of NVIDIA worth $2.44M as of Q2 2026.
  • Kaufman Rossin Wealth sold 1,841 NVIDIA shares in Q2 2026, an estimated $379K.
  • NVIDIA made up 1.15% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #14 holding.
  • Kaufman Rossin Wealth first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • Kaufman Rossin Wealth's NVIDIA position peaked at $2.87M in Q4 2025.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.