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Optimize Financial’s NVIDIA NVDA Stock Holding History

Optimize 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 		$2.75M Buy
15,759
+7,331
+87% +$1.34M 1.35% 21
2025
Q4 		$1.57M Buy
8,428
+38
+0.5% +$7.07K 0.79% 16
2025
Q3 		$1.57M Sell
8,390
-8,284
-50% -$1.44M 0.82% 15
2025
Q2 		$2.63M Sell
16,674
-118
-0.7% -$14.8K 1.61% 5
2025
Q1 		$1.82M Sell
16,792
-37
-0.2% -$4.69K 1.32% 12
2024
Q4 		$2.26M Buy
+16,829
New +$2.32M 1.69% 7

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

Optimize Financial's NVDA Position: Q1 2026 in Review

Optimize Financial increased its NVIDIA (NVDA) stake by 87% in Q1 2026, buying an estimated $1.34M and bringing the position to 15,759 shares worth $2.75M. The position accounts for 1.35% of the portfolio, ranked #21.

Optimize Financial first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Optimize Financial held 15,759 shares of NVIDIA worth $2.75M as of Q1 2026.
  • Optimize Financial bought 7,331 NVIDIA shares in Q1 2026, an estimated $1.34M.
  • NVIDIA made up 1.35% of Optimize Financial's portfolio in Q1 2026, its #21 holding.
  • Optimize Financial first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

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