Roberts Capital Advisors’s NVIDIA NVDA Stock Holding History

Roberts Capital Advisors’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
2025 Q4	–	Sell	-31,508	Closed	-$5.88M	–	46
2025 Q3	$5.88M	Sell	31,508 -42,342	-57%	-$7.38M	6.54%	2
2025 Q2	$11.7M	Hold	73,850	–	–	8.64%	2
2025 Q1	$8M	Buy	73,850 +9,970	+16%	+$1.26M	7.01%	3
2024 Q4	$8.58M	Hold	63,880	–	–	7.18%	3
2024 Q3	$7.76M	Buy	63,880 +57,492	+900%	+$6.79M	6.64%	3
2024 Q2	$5.77M	Sell	6,388 -57,492	-90%	-$5.81M	5.54%	3
2024 Q1	$5.77M	Buy	+63,880	New	+$4.63M	5.54%	3
2022 Q3	$831K	Hold	68,480	–	–	1.2%	18
2022 Q2	$1.04M	Hold	68,480	–	–	1.42%	13
2022 Q1	$1.87M	Hold	68,480	–	–	1.93%	8
2021 Q4	$2.01M	Buy	+68,480	New	+$1.88M	1.88%	8

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Roberts Capital Advisors's NVDA Position: Q4 2025 in Review

Roberts Capital Advisors sold out of NVIDIA (NVDA) in Q4 2025, closing a stake of 31,508 shares — an estimated $5.88M sold.

Roberts Capital Advisors first reported a position in NVDA in Q4 2021 and held it in 11 quarters. The position peaked at $11.7M in Q2 2025. 5,837 funds tracked by Wall St. Rank hold NVDA as of Q4 2025.

Roberts Capital Advisors reported no remaining NVIDIA position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 31,508 NVIDIA shares in Q4 2025, an estimated $5.88M.
Roberts Capital Advisors first reported a position in NVIDIA in Q4 2021 and held it in 11 quarters.
Roberts Capital Advisors's NVIDIA position peaked at $11.7M in Q2 2025.
5,837 funds tracked by Wall St. Rank held NVIDIA as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.