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McBroom & Associates’s NVIDIA NVDA Stock Holding History

McBroom & Associates’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 		$17.9M Sell
89,633
-1,426
-2% -$293K 9.02% 2
2026
Q1 		$15.9M Sell
91,059
-18,802
-17% -$3.45M 8.85% 1
2025
Q4 		$20.5M Sell
109,861
-5,917
-5% -$1.1M 9.96% 1
2025
Q3 		$21.6M Sell
115,778
-8,373
-7% -$1.46M 10.27% 1
2025
Q2 		$13.5M Hold
124,151
– – 7.7% 1
2025
Q1 		$13.5M Sell
124,151
-20,446
-14% -$2.59M 7.7% 1
2024
Q4 		$19.4M Sell
144,597
-8,469
-6% -$1.17M 10.98% 1
2024
Q3 		$18.6M Sell
153,066
-3,735
-2% -$441K 11.37% 1
2024
Q2 		$19.4M Sell
156,801
-4,949
-3% -$500K 12.14% 1
2024
Q1 		$14.6M Sell
161,750
-24,530
-13% -$1.78M 9.62% 1
2023
Q4 		$9.22M Sell
186,280
-6,280
-3% -$291K 6.72% 1
2023
Q3 		$8.38M Sell
192,560
-17,280
-8% -$774K 6.67% 1
2023
Q2 		$8.88M Sell
209,840
-46,090
-18% -$1.53M 7% 1
2023
Q1 		$7.11M Sell
255,930
-17,940
-7% -$388K 6.36% 1
2022
Q4 		$4M Buy
273,870
+580
+0.2% +$8.51K 4.34% 12
2022
Q3 		$3.32M Sell
273,290
-3,050
-1% -$48.2K 3.74% 13
2022
Q2 		$4.19M Buy
276,340
+420
+0.2% +$7.93K 4.56% 11
2022
Q1 		$7.53M Sell
275,920
-12,720
-4% -$319K 6.67% 1
2021
Q4 		$8.49M Buy
+288,640
New +$7.94M 6.39% 1

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

McBroom & Associates's NVDA Position: Q2 2026 in Review

McBroom & Associates reduced its NVIDIA (NVDA) stake by 1.6% in Q2 2026, selling an estimated $293K and leaving 89,633 shares worth $17.9M. The position accounts for 9.02% of the portfolio, ranked #2.

McBroom & Associates first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.6M in Q3 2025. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • McBroom & Associates held 89,633 shares of NVIDIA worth $17.9M as of Q2 2026.
  • McBroom & Associates sold 1,426 NVIDIA shares in Q2 2026, an estimated $293K.
  • NVIDIA made up 9.02% of McBroom & Associates's portfolio in Q2 2026, its #2 holding.
  • McBroom & Associates first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • McBroom & Associates's NVIDIA position peaked at $21.6M in Q3 2025.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on McBroom & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.