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Rockbridge Investment Management’s NVIDIA NVDA Stock Holding History

Rockbridge Investment 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 		$1.16M Buy
6,641
+1,310
+25% +$240K 0.1% 60
2025
Q4 		$994K Sell
5,331
-107
-2% -$19.9K 0.09% 64
2025
Q3 		$1.01M Buy
5,438
+101
+2% +$17.6K 0.1% 61
2025
Q2 		$843K Buy
5,337
+194
+4% +$24.4K 0.09% 66
2025
Q1 		$557K Sell
5,143
-53
-1% -$6.72K 0.07% 78
2024
Q4 		$698K Sell
5,196
-11
-0.2% -$1.52K 0.09% 68
2024
Q3 		$632K Buy
5,207
+284
+6% +$33.5K 0.08% 70
2024
Q2 		$608K Buy
4,923
+273
+6% +$27.6K 0.09% 69
2024
Q1 		$420K Hold
4,650
– – 0.06% 82
2023
Q4 		$230K Sell
4,650
-120
-3% -$5.56K 0.04% 104
2023
Q3 		$207K Sell
4,770
-50
-1% -$2.24K 0.04% 102
2023
Q2 		$204K Buy
+4,820
New +$160K 0.04% 107
2022
Q3 		– Sell
-3,760
Closed -$57K – 434
2022
Q2 		$57K Sell
3,760
-3,040
-45% -$57.4K 0.01% 206
2022
Q1 		$182K Sell
6,800
-5,810
-46% -$146K 0.03% 170
2021
Q4 		$371K Buy
12,610
+3,320
+36% +$91.4K 0.05% 122
2021
Q3 		$192K Buy
9,290
+850
+10% +$17.6K 0.03% 156
2021
Q2 		$169K Buy
8,440
+1,160
+16% +$18.6K 0.03% 168
2021
Q1 		$97K Sell
7,280
-920
-11% -$12.4K 0.02% 215
2020
Q4 		$107K Hold
8,200
– – 0.02% 196
2020
Q3 		$111K Sell
8,200
-320
-4% -$3.72K 0.03% 179
2020
Q2 		$81K Buy
+8,520
New +$68.9K 0.02% 192

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rockbridge Investment Management's NVDA Position: Q1 2026 in Review

Rockbridge Investment Management increased its NVIDIA (NVDA) stake by 25% in Q1 2026, buying an estimated $240K and bringing the position to 6,641 shares worth $1.16M. The position accounts for 0.1% of the portfolio, ranked #60.

Rockbridge Investment Management first reported a position in NVDA in Q2 2020 and has held it in 21 quarters since. 5,829 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Rockbridge Investment Management held 6,641 shares of NVIDIA worth $1.16M as of Q1 2026.
  • Rockbridge Investment Management bought 1,310 NVIDIA shares in Q1 2026, an estimated $240K.
  • NVIDIA made up 0.1% of Rockbridge Investment Management's portfolio in Q1 2026, its #60 holding.
  • Rockbridge Investment Management first reported a position in NVIDIA in Q2 2020 and has held it in 21 quarters since.
  • 5,829 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.