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Optimist Retirement Group’s NVIDIA NVDA Stock Holding History

Optimist Retirement 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
Q2 		$532K Buy
2,657
+91
+4% +$18.7K 0.21% 74
2026
Q1 		$448K Buy
2,566
+371
+17% +$68.1K 0.2% 65
2025
Q4 		$409K Hold
2,195
– – 0.19% 68
2025
Q3 		$410K Sell
2,195
-260
-11% -$45.3K 0.19% 68
2025
Q2 		$388K Buy
2,455
+185
+8% +$23.3K 0.19% 60
2025
Q1 		$246K Buy
2,270
+316
+16% +$40.1K 0.12% 87
2024
Q4 		$262K Sell
1,954
-37
-2% -$5.1K 0.12% 80
2024
Q3 		$242K Buy
1,991
+72
+4% +$8.51K 0.11% 101
2024
Q2 		$237K Sell
1,919
-1,571
-45% -$159K 0.12% 79
2024
Q1 		$315K Buy
+3,490
New +$253K 0.16% 60

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 $3.38T AUM 44.17% 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

Optimist Retirement Group's NVDA Position: Q2 2026 in Review

Optimist Retirement Group increased its NVIDIA (NVDA) stake by 3.5% in Q2 2026, buying an estimated $18.7K and bringing the position to 2,657 shares worth $532K. The position accounts for 0.21% of the portfolio, ranked #74.

Optimist Retirement Group first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. 5,991 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Optimist Retirement Group held 2,657 shares of NVIDIA worth $532K as of Q2 2026.
  • Optimist Retirement Group bought 91 NVIDIA shares in Q2 2026, an estimated $18.7K.
  • NVIDIA made up 0.21% of Optimist Retirement Group's portfolio in Q2 2026, its #74 holding.
  • Optimist Retirement Group first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • 5,991 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.