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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
Q2 		$3.14M Sell
15,705
-54
-0.3% -$11.1K 1.13% 23
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 0.68% 13
2024
Q4 		$2.26M Buy
+16,829
New +$2.32M 1.69% 7

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

Optimize Financial's NVDA Position: Q2 2026 in Review

Optimize Financial reduced its NVIDIA (NVDA) stake by 0.34% in Q2 2026, selling an estimated $11.1K and leaving 15,705 shares worth $3.14M. The position accounts for 1.13% of the portfolio, ranked #23.

Optimize Financial first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,991 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Optimize Financial held 15,705 shares of NVIDIA worth $3.14M as of Q2 2026.
  • Optimize Financial sold 54 NVIDIA shares in Q2 2026, an estimated $11.1K.
  • NVIDIA made up 1.13% of Optimize Financial's portfolio in Q2 2026, its #23 holding.
  • Optimize Financial first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,991 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.