Smithbridge Asset Management
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Smithbridge Asset Management’s NVIDIA NVDA Stock Holding History

Smithbridge Asset Management’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 		$30.8M Buy
134,982
+3,486
+3% +$747K 4.16% 2
2026
Q2 		$26.3M Sell
131,496
-3,236
-2% -$665K 3.58% 3
2026
Q1 		$23.5M Sell
134,732
-79,165
-37% -$14.5M 3.49% 2
2025
Q4 		$39.9M Buy
213,897
+79,829
+60% +$14.9M 3.41% 4
2025
Q3 		$25M Sell
134,068
-2,890
-2% -$504K 3.64% 3
2025
Q2 		$21.6M Sell
136,958
-1,849
-1% -$233K 3.78% 3
2025
Q1 		$15M Buy
+138,807
New +$17.6M 2.79% 5
2024
Q3 		$18.2M Sell
149,820
-511
-0.3% -$60.4K 3.13% 3
2024
Q2 		$18.6M Sell
150,331
-7,399
-5% -$748K 3.86% 3
2024
Q1 		$14.3M Buy
157,730
+28,880
+22% +$2.09M 2.94% 3
2023
Q4 		$6.38M Sell
128,850
-2,400
-2% -$111K 1.45% 20
2023
Q3 		$5.71M Sell
131,250
-3,300
-2% -$148K 1.42% 19
2023
Q2 		$5.69M Sell
134,550
-2,500
-2% -$83K 1.33% 22
2023
Q1 		$3.81M Buy
137,050
+500
+0.4% +$10.8K 0.96% 38
2022
Q4 		$2M Sell
136,550
-2,520
-2% -$37K 0.53% 67
2022
Q3 		$1.69M Buy
139,070
+10,600
+8% +$168K 0.69% 48
2022
Q2 		$1.95M Buy
128,470
+3,750
+3% +$70.8K 0.75% 47
2022
Q1 		$3.4M Sell
124,720
-5,000
-4% -$125K 1.13% 38
2021
Q4 		$3.82M Sell
129,720
-4,400
-3% -$121K 1.16% 35
2021
Q3 		$2.78M Sell
134,120
-1,200
-0.9% -$24.9K 0.92% 42
2021
Q2 		$2.71M Buy
135,320
+1,200
+0.9% +$19.2K 0.88% 42
2021
Q1 		$1.79M Buy
134,120
+8,000
+6% +$108K 0.77% 43
2020
Q4 		$1.65M Buy
126,120
+13,200
+12% +$177K 0.76% 41
2020
Q3 		$1.53M Sell
112,920
-7,680
-6% -$89.4K 0.79% 39
2020
Q2 		$1.14M Buy
120,600
+40,800
+51% +$330K 0.64% 43
2020
Q1 		$526K Buy
79,800
+2,600
+3% +$16.4K 0.35% 57
2019
Q4 		$454K Hold
77,200
– – 0.23% 65
2019
Q3 		$336K Buy
+77,200
New +$325K 0.19% 69

Other funds holding NVDA

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Smithbridge Asset Management's NVDA Position: Q3 2026 in Review

Smithbridge Asset Management increased its NVIDIA (NVDA) stake by 2.7% in Q3 2026, buying an estimated $747K and bringing the position to 134,982 shares worth $30.8M. The position accounts for 4.16% of the portfolio, ranked #2.

Smithbridge Asset Management first reported a position in NVDA in Q3 2019 and has held it in 28 quarters since. The position peaked at $39.9M in Q4 2025. 1,995 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Smithbridge Asset Management held 134,982 shares of NVIDIA worth $30.8M as of Q3 2026.
  • Smithbridge Asset Management bought 3,486 NVIDIA shares in Q3 2026, an estimated $747K.
  • NVIDIA made up 4.16% of Smithbridge Asset Management's portfolio in Q3 2026, its #2 holding.
  • Smithbridge Asset Management first reported a position in NVIDIA in Q3 2019 and has held it in 28 quarters since.
  • Smithbridge Asset Management's NVIDIA position peaked at $39.9M in Q4 2025.
  • 1,995 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.