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Robertson Stephens Wealth Management’s NVIDIA NVDA Stock Holding History

Robertson Stephens Wealth Management’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 		$66.6M Buy
332,607
+2,110
+0.6% +$434K 1.64% 11
2026
Q1 		$57.6M Buy
330,497
+2,556
+0.8% +$469K 1.61% 12
2025
Q4 		$61.2M Buy
327,941
+235,712
+256% +$43.9M 1.59% 12
2025
Q3 		$17.2M Sell
92,229
-4,163
-4% -$726K 0.52% 35
2025
Q2 		$15.2M Sell
96,392
-2,271
-2% -$286K 0.48% 43
2025
Q1 		$10.7M Sell
98,663
-20,426
-17% -$2.59M 0.37% 55
2024
Q4 		$16M Buy
119,089
+1,604
+1% +$221K 0.57% 36
2024
Q3 		$14.3M Buy
117,485
+9,320
+9% +$1.1M 0.52% 43
2024
Q2 		$13.4M Buy
108,165
+29,375
+37% +$2.97M 0.67% 30
2024
Q1 		$7.12M Sell
78,790
-2,100
-3% -$152K 0.38% 50
2023
Q4 		$4.01M Sell
80,890
-7,900
-9% -$366K 0.24% 74
2023
Q3 		$3.86M Buy
88,790
+7,480
+9% +$335K 0.26% 79
2023
Q2 		$3.44M Buy
81,310
+3,330
+4% +$111K 0.24% 92
2023
Q1 		$2.17M Buy
77,980
+10,590
+16% +$229K 0.17% 115
2022
Q4 		$985K Buy
67,390
+2,180
+3% +$32K 0.1% 177
2022
Q3 		$791K Sell
65,210
-12,080
-16% -$191K 0.08% 176
2022
Q2 		$1.17M Buy
77,290
+27,820
+56% +$525K 0.11% 146
2022
Q1 		$1.35M Buy
49,470
+28,110
+132% +$705K 0.11% 150
2021
Q4 		$628K Buy
21,360
+980
+5% +$27K 0.05% 236
2021
Q3 		$422K Sell
20,380
-54,460
-73% -$1.13M 0.05% 222
2021
Q2 		$1.5M Buy
74,840
+48,880
+188% +$784K 0.18% 91
2021
Q1 		$346K Buy
25,960
+6,960
+37% +$93.5K 0.06% 214
2020
Q4 		$248K Buy
+19,000
New +$254K 0.05% 211

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Robertson Stephens Wealth Management's NVDA Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its NVIDIA (NVDA) stake by 0.64% in Q2 2026, buying an estimated $434K and bringing the position to 332,607 shares worth $66.6M. The position accounts for 1.64% of the portfolio, ranked #11.

Robertson Stephens Wealth Management first reported a position in NVDA in Q4 2020 and has held it in 23 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Robertson Stephens Wealth Management held 332,607 shares of NVIDIA worth $66.6M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 2,110 NVIDIA shares in Q2 2026, an estimated $434K.
  • NVIDIA made up 1.64% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Robertson Stephens Wealth Management first reported a position in NVIDIA in Q4 2020 and has held it in 23 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.