Roberts Wealth Advisors’s NVIDIA NVDA Stock Holding History

Roberts Wealth 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
2026 Q2	$2.27M	Sell	11,343 -1,248	-10%	-$257K	0.52%	54
2026 Q1	$2.2M	Buy	12,591 +720	+6%	+$132K	0.56%	53
2025 Q4	$2.21M	Sell	11,871 -1,580	-12%	-$294K	0.58%	51
2025 Q3	$2.51M	Hold	13,451	–	–	0.67%	46
2025 Q2	$2.13M	Buy	13,451 +130	+1%	+$16.4K	0.61%	52
2025 Q1	$1.44M	Sell	13,321 -325	-2%	-$41.2K	0.45%	61
2024 Q4	$1.86M	Buy	13,646 +990	+8%	+$136K	0.56%	53
2024 Q3	$1.68M	Buy	12,656 +3,876	+44%	+$458K	0.54%	54
2024 Q2	$1.15M	Sell	8,780 -1,210	-12%	-$122K	0.39%	59
2024 Q1	$859K	Buy	+9,990	New	+$724K	0.32%	64
2023 Q4	–	Sell	-6,880	Closed	-$317K	–	74
2023 Q3	$317K	Buy	6,880 +730	+12%	+$32.7K	0.14%	77
2023 Q2	$260K	Sell	6,150 -15,450	-72%	-$513K	0.11%	78
2023 Q1	$593K	Buy	+21,600	New	+$467K	0.27%	67
2022 Q2	–	Sell	-7,600	Closed	-$203K	–	88
2022 Q1	$203K	Hold	7,600	–	–	0.08%	91
2021 Q4	$229K	Buy	+7,600	New	+$209K	0.08%	94

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

Roberts Wealth Advisors's NVDA Position: Q2 2026 in Review

Roberts Wealth Advisors reduced its NVIDIA (NVDA) stake by 9.9% in Q2 2026, selling an estimated $257K and leaving 11,343 shares worth $2.27M. The position accounts for 0.52% of the portfolio, ranked #54.

Roberts Wealth Advisors first reported a position in NVDA in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.51M in Q3 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Roberts Wealth Advisors held 11,343 shares of NVIDIA worth $2.27M as of Q2 2026.
Roberts Wealth Advisors sold 1,248 NVIDIA shares in Q2 2026, an estimated $257K.
NVIDIA made up 0.52% of Roberts Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Roberts Wealth Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 15 quarters since.
Roberts Wealth Advisors's NVIDIA position peaked at $2.51M in Q3 2025.
5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.