Robertson Stephens Wealth Management’s NVIDIA NVDA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	1.72%	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	0.53%	43
2025 Q1	$10.7M	Sell	98,663 -20,426	-17%	-$2.59M	0.4%	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	0.53%	43
2024 Q2	$13.4M	Buy	108,165 +29,375	+37%	+$2.97M	0.7%	30
2024 Q1	$7.12M	Sell	78,790 -2,100	-3%	-$152K	0.39%	50
2023 Q4	$4.01M	Sell	80,890 -7,900	-9%	-$366K	0.25%	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	0.25%	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	0.09%	176
2022 Q2	$1.17M	Buy	77,290 +27,820	+56%	+$525K	0.12%	146
2022 Q1	$1.35M	Buy	49,470 +28,110	+132%	+$705K	0.12%	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