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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bull Oak Capital's NVDA Position: Q1 2026 in Review

Bull Oak Capital reduced its NVIDIA (NVDA) stake by 2.4% in Q1 2026, selling an estimated $6.42K and leaving 1,445 shares worth $252K. The position accounts for 0.1% of the portfolio, ranked #33.

Bull Oak Capital first reported a position in NVDA in Q3 2023 and has held it in 10 quarters since. The position peaked at $296K in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Bull Oak Capital held 1,445 shares of NVIDIA worth $252K as of Q1 2026.
  • Bull Oak Capital sold 35 NVIDIA shares in Q1 2026, an estimated $6.42K.
  • NVIDIA made up 0.1% of Bull Oak Capital's portfolio in Q1 2026, its #33 holding.
  • Bull Oak Capital first reported a position in NVIDIA in Q3 2023 and has held it in 10 quarters since.
  • Bull Oak Capital's NVIDIA position peaked at $296K in Q3 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.