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Claris Financial’s NVIDIA NVDA Stock Holding History

Claris Financial’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 		$6.16M Sell
35,326
-3,575
-9% -$656K 3.37% 5
2025
Q4 		$7.26M Sell
38,901
-3,798
-9% -$707K 3.86% 5
2025
Q3 		$7.97M Buy
42,699
+9,085
+27% +$1.58M 4.52% 5
2025
Q2 		$5.31M Sell
33,614
-9,956
-23% -$1.25M 4% 4
2025
Q1 		$5.85M Hold
43,570
– – 3.85% 5
2024
Q4 		$5.85M Buy
+43,570
New +$6.01M 3.85% 5

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

Claris Financial's NVDA Position: Q1 2026 in Review

Claris Financial reduced its NVIDIA (NVDA) stake by 9.2% in Q1 2026, selling an estimated $656K and leaving 35,326 shares worth $6.16M. The position accounts for 3.37% of the portfolio, ranked #5.

Claris Financial first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.97M in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Claris Financial held 35,326 shares of NVIDIA worth $6.16M as of Q1 2026.
  • Claris Financial sold 3,575 NVIDIA shares in Q1 2026, an estimated $656K.
  • NVIDIA made up 3.37% of Claris Financial's portfolio in Q1 2026, its #5 holding.
  • Claris Financial first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's NVIDIA position peaked at $7.97M in Q3 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.