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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Roberts Wealth Advisors's NVDA Position: Q1 2026 in Review

Roberts Wealth Advisors increased its NVIDIA (NVDA) stake by 6.1% in Q1 2026, buying an estimated $132K and bringing the position to 12,591 shares worth $2.2M. The position accounts for 0.56% of the portfolio, ranked #53.

Roberts Wealth Advisors first reported a position in NVDA in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.51M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Roberts Wealth Advisors held 12,591 shares of NVIDIA worth $2.2M as of Q1 2026.
Roberts Wealth Advisors bought 720 NVIDIA shares in Q1 2026, an estimated $132K.
NVIDIA made up 0.56% of Roberts Wealth Advisors's portfolio in Q1 2026, its #53 holding.
Roberts Wealth Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 14 quarters since.
Roberts Wealth Advisors's NVIDIA position peaked at $2.51M in Q3 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.