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Bull Oak Capital’s NVIDIA NVDA Stock Holding History

Bull Oak Capital’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 		$329K Buy
1,645
+200
+14% +$41.1K 0.11% 32
2026
Q1 		$252K Sell
1,445
-35
-2% -$6.42K 0.1% 33
2025
Q4 		$276K Sell
1,480
-105
-7% -$19.5K 0.11% 30
2025
Q3 		$296K Hold
1,585
– – 0.13% 26
2025
Q2 		$250K Buy
+1,585
New +$199K 0.11% 25
2025
Q1 		– Sell
-1,950
Closed -$262K – 25
2024
Q4 		$262K Hold
1,950
– – 0.15% 20
2024
Q3 		$237K Buy
1,950
+1,110
+132% +$131K 0.14% 25
2024
Q2 		$104K Hold
840
– – 0.07% 21
2024
Q1 		$75.9K Hold
840
– – 0.05% 23
2023
Q4 		$41.6K Hold
840
– – 0.01% 22
2023
Q3 		$36.5K Buy
+840
New +$37.6K 0.04% 24

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

Bull Oak Capital's NVDA Position: Q2 2026 in Review

Bull Oak Capital increased its NVIDIA (NVDA) stake by 14% in Q2 2026, buying an estimated $41.1K and bringing the position to 1,645 shares worth $329K. The position accounts for 0.11% of the portfolio, ranked #32.

Bull Oak Capital first reported a position in NVDA in Q3 2023 and has held it in 11 quarters since. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Bull Oak Capital held 1,645 shares of NVIDIA worth $329K as of Q2 2026.
  • Bull Oak Capital bought 200 NVIDIA shares in Q2 2026, an estimated $41.1K.
  • NVIDIA made up 0.11% of Bull Oak Capital's portfolio in Q2 2026, its #32 holding.
  • Bull Oak Capital first reported a position in NVIDIA in Q3 2023 and has held it in 11 quarters since.
  • 5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.