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SlateStone Wealth’s NVIDIA NVDA Stock Holding History

SlateStone Wealth’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 		$52M Sell
260,075
-4,529
-2% -$931K 3.98% 2
2026
Q1 		$46.1M Buy
264,604
+8,990
+4% +$1.65M 3.8% 2
2025
Q4 		$47.7M Sell
255,614
-552
-0.2% -$103K 3.99% 2
2025
Q3 		$47.8M Sell
256,166
-15,049
-6% -$2.62M 4.14% 2
2025
Q2 		$42.8M Buy
271,215
+371
+0.1% +$46.7K 4.01% 3
2025
Q1 		$29.4M Sell
270,844
-35,835
-12% -$4.54M 2.95% 3
2024
Q4 		$41.2M Buy
306,679
+3,435
+1% +$473K 4.04% 2
2024
Q3 		$36.8M Buy
303,244
+59,007
+24% +$6.97M 3.32% 4
2024
Q2 		$30.2M Sell
244,237
-78,933
-24% -$7.98M 3.27% 5
2024
Q1 		$29.2M Buy
323,170
+71,810
+29% +$5.2M 2.93% 5
2023
Q4 		$12.4M Buy
251,360
+27,400
+12% +$1.27M 1.62% 12
2023
Q3 		$9.74M Buy
223,960
+91,360
+69% +$4.09M 1.42% 15
2023
Q2 		$5.61M Buy
132,600
+1,320
+1% +$43.8K 1.05% 23
2023
Q1 		$3.65M Buy
131,280
+24,100
+22% +$522K 0.76% 31
2022
Q4 		$1.57M Buy
107,180
+7,910
+8% +$116K 0.38% 60
2022
Q3 		$1.21M Buy
99,270
+11,880
+14% +$188K 0.32% 67
2022
Q2 		$1.32M Buy
87,390
+18,230
+26% +$344K 0.34% 60
2022
Q1 		$1.89M Sell
69,160
-22,550
-25% -$566K 0.42% 54
2021
Q4 		$2.7M Buy
91,710
+18,250
+25% +$502K 0.58% 46
2021
Q3 		$1.52M Buy
73,460
+2,460
+3% +$51.1K 0.35% 69
2021
Q2 		$1.42M Buy
71,000
+1,880
+3% +$30.1K 0.32% 74
2021
Q1 		$923K Sell
69,120
-440
-0.6% -$5.91K 0.23% 88
2020
Q4 		$908K Sell
69,560
-59,800
-46% -$801K 0.23% 89
2020
Q3 		$1.75M Sell
129,360
-14,720
-10% -$171K 0.38% 72
2020
Q2 		$1.37M Buy
144,080
+52,280
+57% +$423K 0.31% 76
2020
Q1 		$605K Buy
91,800
+56,560
+160% +$357K 0.17% 104
2019
Q4 		$207K Buy
+35,240
New +$183K 0.05% 195

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
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

SlateStone Wealth's NVDA Position: Q2 2026 in Review

SlateStone Wealth reduced its NVIDIA (NVDA) stake by 1.7% in Q2 2026, selling an estimated $931K and leaving 260,075 shares worth $52M. The position accounts for 3.98% of the portfolio, ranked #2.

SlateStone Wealth first reported a position in NVDA in Q4 2019 and has held it in 27 quarters since. 1,798 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • SlateStone Wealth held 260,075 shares of NVIDIA worth $52M as of Q2 2026.
  • SlateStone Wealth sold 4,529 NVIDIA shares in Q2 2026, an estimated $931K.
  • NVIDIA made up 3.98% of SlateStone Wealth's portfolio in Q2 2026, its #2 holding.
  • SlateStone Wealth first reported a position in NVIDIA in Q4 2019 and has held it in 27 quarters since.
  • 1,798 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.