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Roehl & Yi Investment Advisors’s NVIDIA NVDA Stock Holding History

Roehl & Yi Investment 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 		– Sell
-9,700
Closed -$1.81M – 190
2025
Q4 		$1.81M Buy
+9,700
New +$1.81M 0.72% 30

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
VPM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Roehl & Yi Investment Advisors's NVDA Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its NVIDIA (NVDA) stake by 9.9% in Q2 2026, selling an estimated $2.72M and leaving 119,760 shares worth $2.72M. The position accounts for 0.89% of the portfolio, ranked #29.

Roehl & Yi Investment Advisors first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.68M in Q1 2026. 5,708 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Roehl & Yi Investment Advisors held 119,760 shares of NVIDIA worth $2.72M as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 13,208 NVIDIA shares in Q2 2026, an estimated $2.72M.
  • NVIDIA made up 0.89% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Roehl & Yi Investment Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's NVIDIA position peaked at $4.68M in Q1 2026.
  • 5,708 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.