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Okabena Investment Services’s NVIDIA NVDA Stock Holding History

Okabena Investment Services’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 		$645K Buy
3,696
+318
+9% +$58.3K 0.12% 103
2025
Q4 		$630K Hold
3,378
– – 0.12% 104
2025
Q3 		$630K Buy
3,378
+693
+26% +$121K 0.12% 104
2025
Q2 		$424K Hold
2,685
– – 0.09% 111
2025
Q1 		$291K Buy
+2,685
New +$340K 0.07% 117
2023
Q3 		– Sell
-1,180
Closed -$49.9K – 139
2023
Q2 		$49.9K Buy
+1,180
New +$39.2K 0.04% 73

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

Okabena Investment Services's NVDA Position: Q1 2026 in Review

Okabena Investment Services increased its NVIDIA (NVDA) stake by 9.4% in Q1 2026, buying an estimated $58.3K and bringing the position to 3,696 shares worth $645K. The position accounts for 0.12% of the portfolio, ranked #103.

Okabena Investment Services first reported a position in NVDA in Q2 2023 and has held it in 6 quarters since. 5,829 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Okabena Investment Services held 3,696 shares of NVIDIA worth $645K as of Q1 2026.
  • Okabena Investment Services bought 318 NVIDIA shares in Q1 2026, an estimated $58.3K.
  • NVIDIA made up 0.12% of Okabena Investment Services's portfolio in Q1 2026, its #103 holding.
  • Okabena Investment Services first reported a position in NVIDIA in Q2 2023 and has held it in 6 quarters since.
  • 5,829 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.