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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
Q1 		– Sell
-1,000
Closed -$187K – 644
2025
Q4 		$187K Buy
+1,000
New +$186K ﹤0.01% 608
2025
Q3 		– Sell
-2,600
Closed -$411K – 563
2025
Q2 		$411K Buy
+2,600
New +$327K 0.01% 403

Other funds holding NVDA

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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. 3,226 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.
  • 3,226 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.