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Dynamic Financial Group’s NVIDIA NVDA Stock Holding History

Dynamic Financial Group’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 		$654K Buy
3,747
+23
+0.6% +$4.22K 0.53% 24
2025
Q4 		$695K Buy
3,724
+12
+0.3% +$2.23K 0.59% 22
2025
Q3 		$693K Sell
3,712
-96
-3% -$16.7K 0.6% 20
2025
Q2 		$602K Buy
3,808
+100
+3% +$12.6K 0.58% 23
2025
Q1 		$402K Buy
3,708
+195
+6% +$24.7K 0.4% 31
2024
Q4 		$472K Buy
+3,513
New +$484K 0.48% 22

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

Dynamic Financial Group's NVDA Position: Q1 2026 in Review

Dynamic Financial Group increased its NVIDIA (NVDA) stake by 0.62% in Q1 2026, buying an estimated $4.22K and bringing the position to 3,747 shares worth $654K. The position accounts for 0.53% of the portfolio, ranked #24.

Dynamic Financial Group first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $695K in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Dynamic Financial Group held 3,747 shares of NVIDIA worth $654K as of Q1 2026.
  • Dynamic Financial Group bought 23 NVIDIA shares in Q1 2026, an estimated $4.22K.
  • NVIDIA made up 0.53% of Dynamic Financial Group's portfolio in Q1 2026, its #24 holding.
  • Dynamic Financial Group first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • Dynamic Financial Group's NVIDIA position peaked at $695K in Q4 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Dynamic Financial Group's 13F filing for Q1 2026, filed 12 May 2026.