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Werba Rubin Papier Wealth Management’s NVIDIA NVDA Stock Holding History

Werba Rubin Papier Wealth 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
Q2 		$23.2M Sell
115,980
-17,882
-13% -$3.68M 2.82% 9
2026
Q1 		$23.3M Buy
133,862
+510
+0.4% +$93.6K 3.25% 7
2025
Q4 		$24.9M Buy
133,352
+1,428
+1% +$266K 6.74% 2
2025
Q3 		$24.6M Buy
131,924
+97,636
+285% +$17M 3.98% 6
2025
Q2 		$5.42M Buy
34,288
+571
+2% +$71.9K 1.02% 16
2025
Q1 		$3.65M Sell
33,717
-3,200
-9% -$406K 0.79% 22
2024
Q4 		$4.96M Buy
36,917
+365
+1% +$50.3K 1.17% 14
2024
Q3 		$4.44M Buy
36,552
+8,427
+30% +$995K 1.04% 15
2024
Q2 		$3.47M Buy
28,125
+5,235
+23% +$529K 0.96% 18
2024
Q1 		$2.07M Buy
22,890
+11,980
+110% +$868K 0.6% 29
2023
Q4 		$540K Sell
10,910
-3,460
-24% -$160K 0.18% 53
2023
Q3 		$625K Sell
14,370
-500
-3% -$22.4K 0.22% 52
2023
Q2 		$629K Sell
14,870
-20
-0.1% -$664 0.22% 54
2023
Q1 		$414K Sell
14,890
-2,870
-16% -$62.1K 0.16% 62
2022
Q4 		$259K Buy
+17,760
New +$260K 0.11% 82

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Werba Rubin Papier Wealth Management's NVDA Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its NVIDIA (NVDA) stake by 13% in Q2 2026, selling an estimated $3.68M and leaving 115,980 shares worth $23.2M. The position accounts for 2.82% of the portfolio, ranked #9.

Werba Rubin Papier Wealth Management first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. The position peaked at $24.9M in Q4 2025. 5,936 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 115,980 shares of NVIDIA worth $23.2M as of Q2 2026.
  • Werba Rubin Papier Wealth Management sold 17,882 NVIDIA shares in Q2 2026, an estimated $3.68M.
  • NVIDIA made up 2.82% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Werba Rubin Papier Wealth Management first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
  • Werba Rubin Papier Wealth Management's NVIDIA position peaked at $24.9M in Q4 2025.
  • 5,936 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.