RF
NVDA icon

Roxbury Financial’s NVIDIA NVDA Stock Holding History

Roxbury Financial’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 		$1.69M Sell
8,463
-8
-0.1% -$1.65K 1.34% 18
2026
Q1 		$1.48M Buy
8,471
+414
+5% +$76K 1.33% 21
2025
Q4 		$1.5M Sell
8,057
-486
-6% -$90.5K 1.35% 21
2025
Q3 		$1.59M Sell
8,543
-12
-0.1% -$2.09K 1.47% 19
2025
Q2 		$1.35M Sell
8,555
-468
-5% -$58.9K 1.32% 22
2025
Q1 		$1.13M Sell
9,023
-43
-0.5% -$5.45K 1.1% 25
2024
Q4 		$1.25M Buy
+9,066
New +$1.25M 1.21% 23

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Roxbury Financial's NVDA Position: Q2 2026 in Review

Roxbury Financial reduced its NVIDIA (NVDA) stake by 0.09% in Q2 2026, selling an estimated $1.65K and leaving 8,463 shares worth $1.69M. The position accounts for 1.34% of the portfolio, ranked #18.

Roxbury Financial first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Roxbury Financial held 8,463 shares of NVIDIA worth $1.69M as of Q2 2026.
  • Roxbury Financial sold 8 NVIDIA shares in Q2 2026, an estimated $1.65K.
  • NVIDIA made up 1.34% of Roxbury Financial's portfolio in Q2 2026, its #18 holding.
  • Roxbury Financial first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.