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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
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 $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

Optimist Retirement Group's NVDA Position: Q1 2026 in Review

Optimist Retirement Group increased its NVIDIA (NVDA) stake by 17% in Q1 2026, buying an estimated $68.1K and bringing the position to 2,566 shares worth $448K. The position accounts for 0.2% of the portfolio, ranked #65.

Optimist Retirement Group first reported a position in NVDA in Q1 2024 and has held it in 9 quarters since. 5,834 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Optimist Retirement Group held 2,566 shares of NVIDIA worth $448K as of Q1 2026.
  • Optimist Retirement Group bought 371 NVIDIA shares in Q1 2026, an estimated $68.1K.
  • NVIDIA made up 0.2% of Optimist Retirement Group's portfolio in Q1 2026, its #65 holding.
  • Optimist Retirement Group first reported a position in NVIDIA in Q1 2024 and has held it in 9 quarters since.
  • 5,834 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.