Roth Financial Partners’s NVIDIA NVDA Stock Holding History

Roth Financial Partners’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 Q3	$1.83M	Hold	8,000	–	–	0.55%	15
2026 Q2	$1.6M	Hold	8,000	–	–	0.48%	17
2026 Q1	$1.4M	Hold	8,000	–	–	0.48%	17
2025 Q4	$1.49M	Hold	8,000	–	–	0.49%	16
2025 Q3	$1.49M	Hold	8,000	–	–	0.5%	16
2025 Q2	$1.26M	Hold	8,000	–	–	0.46%	16
2025 Q1	$867K	Hold	8,000	–	–	0.34%	16
2024 Q4	$1.07M	Sell	8,000 -500	-6%	-$68.9K	0.43%	15
2024 Q3	$1.03M	Hold	8,500	–	–	0.41%	15
2024 Q2	$1.05M	Hold	8,500	–	–	0.45%	15
2024 Q1	$768K	Hold	8,500	–	–	0.34%	16
2023 Q4	$421K	Buy	+8,500	New	+$394K	0.22%	18
2023 Q2	–	Sell	-21,350	Closed	-$593K	–	26
2023 Q1	$593K	Hold	21,350	–	–	0.39%	14
2022 Q4	$312K	Hold	21,350	–	–	0.23%	18
2022 Q3	$259K	Hold	21,350	–	–	0.21%	19
2022 Q2	$324K	Buy	21,350 +1,350	+7%	+$25.5K	0.26%	18
2022 Q1	$546K	Hold	20,000	–	–	0.39%	14
2021 Q4	$588K	Hold	20,000	–	–	0.42%	13
2021 Q3	$414K	Hold	20,000	–	–	0.32%	16
2021 Q2	$400K	Hold	20,000	–	–	0.31%	15
2021 Q1	$267K	Hold	20,000	–	–	0.22%	18
2020 Q4	$261K	Buy	+20,000	New	+$268K	0.26%	15

Other funds holding NVDA

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Roth Financial Partners's NVDA Position: Q3 2026 in Review

Roth Financial Partners held its NVIDIA (NVDA) position steady in Q3 2026 at 8,000 shares worth $1.83M. The position accounts for 0.55% of the portfolio, ranked #15.

Roth Financial Partners first reported a position in NVDA in Q4 2020 and has held it in 22 quarters since. 331 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

Roth Financial Partners held 8,000 shares of NVIDIA worth $1.83M as of Q3 2026.
Roth Financial Partners left its NVIDIA share count unchanged in Q3 2026.
NVIDIA made up 0.55% of Roth Financial Partners's portfolio in Q3 2026, its #15 holding.
Roth Financial Partners first reported a position in NVIDIA in Q4 2020 and has held it in 22 quarters since.
331 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Roth Financial Partners's 13F filing for Q3 2026, filed 6 Oct 2026.