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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Roth Financial Partners's NVDA Position: Q2 2026 in Review

Roth Financial Partners held its NVIDIA (NVDA) position steady in Q2 2026 at 8,000 shares worth $1.6M. The position accounts for 0.48% of the portfolio, ranked #17.

Roth Financial Partners first reported a position in NVDA in Q4 2020 and has held it in 21 quarters since. 5,935 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Roth Financial Partners held 8,000 shares of NVIDIA worth $1.6M as of Q2 2026.
Roth Financial Partners left its NVIDIA share count unchanged in Q2 2026.
NVIDIA made up 0.48% of Roth Financial Partners's portfolio in Q2 2026, its #17 holding.
Roth Financial Partners first reported a position in NVIDIA in Q4 2020 and has held it in 21 quarters since.
5,935 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.