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Phillips Financial Management’s NVIDIA NVDA Stock Holding History

Phillips Financial Management’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 		$4.1M Sell
23,519
-406
-2% -$74.5K 0.3% 50
2025
Q4 		$4.46M Buy
23,925
+493
+2% +$91.8K 0.29% 54
2025
Q3 		$4.37M Buy
23,432
+6,128
+35% +$1.07M 0.29% 56
2025
Q2 		$2.73M Buy
17,304
+1,344
+8% +$169K 0.2% 68
2025
Q1 		$1.73M Sell
15,960
-1,011
-6% -$128K 0.13% 86
2024
Q4 		$2.28M Buy
16,971
+2,161
+15% +$298K 0.18% 74
2024
Q3 		$1.8M Buy
14,810
+1,220
+9% +$144K 0.14% 87
2024
Q2 		$1.68M Buy
13,590
+4,480
+49% +$453K 0.14% 88
2024
Q1 		$823K Buy
9,110
+1,090
+14% +$79K 0.07% 116
2023
Q4 		$397K Sell
8,020
-880
-10% -$40.8K 0.03% 136
2023
Q3 		$387K Buy
8,900
+1,010
+13% +$45.3K 0.04% 134
2023
Q2 		$334K Buy
7,890
+290
+4% +$9.63K 0.03% 143
2023
Q1 		$211K Buy
+7,600
New +$164K 0.02% 155

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

Phillips Financial Management's NVDA Position: Q1 2026 in Review

Phillips Financial Management reduced its NVIDIA (NVDA) stake by 1.7% in Q1 2026, selling an estimated $74.5K and leaving 23,519 shares worth $4.1M. The position accounts for 0.3% of the portfolio, ranked #50.

Phillips Financial Management first reported a position in NVDA in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.46M in Q4 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Phillips Financial Management held 23,519 shares of NVIDIA worth $4.1M as of Q1 2026.
  • Phillips Financial Management sold 406 NVIDIA shares in Q1 2026, an estimated $74.5K.
  • NVIDIA made up 0.3% of Phillips Financial Management's portfolio in Q1 2026, its #50 holding.
  • Phillips Financial Management first reported a position in NVIDIA in Q1 2023 and has held it in 13 quarters since.
  • Phillips Financial Management's NVIDIA position peaked at $4.46M in Q4 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.