Roberts Wealth Advisors
NVDA icon

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
Q3 		$2.71M Buy
11,856
+513
+5% +$110K 0.61% 46
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Roberts Wealth Advisors's NVDA Position: Q3 2026 in Review

Roberts Wealth Advisors increased its NVIDIA (NVDA) stake by 4.5% in Q3 2026, buying an estimated $110K and bringing the position to 11,856 shares worth $2.71M. The position accounts for 0.61% of the portfolio, ranked #46.

Roberts Wealth Advisors first reported a position in NVDA in Q4 2021 and has held it in 16 quarters since. 5,269 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Roberts Wealth Advisors held 11,856 shares of NVIDIA worth $2.71M as of Q3 2026.
  • Roberts Wealth Advisors bought 513 NVIDIA shares in Q3 2026, an estimated $110K.
  • NVIDIA made up 0.61% of Roberts Wealth Advisors's portfolio in Q3 2026, its #46 holding.
  • Roberts Wealth Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 16 quarters since.
  • 5,269 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.