Roxbury Financial
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
Q3 		$1.93M Buy
8,470
+7
+0.1% +$1.5K 1.48% 17
2026
Q2 		$1.69M Sell
8,463
-8
-0.1% -$1.64K 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Roxbury Financial's NVDA Position: Q3 2026 in Review

Roxbury Financial increased its NVIDIA (NVDA) stake by 0.08% in Q3 2026, buying an estimated $1.5K and bringing the position to 8,470 shares worth $1.93M. The position accounts for 1.48% of the portfolio, ranked #17.

Roxbury Financial first reported a position in NVDA in Q4 2024 and has held it in 8 quarters since. 2,736 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Roxbury Financial held 8,470 shares of NVIDIA worth $1.93M as of Q3 2026.
  • Roxbury Financial bought 7 NVIDIA shares in Q3 2026, an estimated $1.5K.
  • NVIDIA made up 1.48% of Roxbury Financial's portfolio in Q3 2026, its #17 holding.
  • Roxbury Financial first reported a position in NVIDIA in Q4 2024 and has held it in 8 quarters since.
  • 2,736 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.