Phillips Financial Management
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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
Q3 		$5.44M Buy
23,804
+419
+2% +$89.8K 0.42% 39
2026
Q2 		$4.68M Sell
23,385
-134
-0.6% -$27.6K 0.34% 46
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% +$9.6K 0.03% 143
2023
Q1 		$211K Buy
+7,600
New +$164K 0.02% 155

Other funds holding NVDA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Phillips Financial Management's NVDA Position: Q3 2026 in Review

Phillips Financial Management increased its NVIDIA (NVDA) stake by 1.8% in Q3 2026, buying an estimated $89.8K and bringing the position to 23,804 shares worth $5.44M. The position accounts for 0.42% of the portfolio, ranked #39.

Phillips Financial Management first reported a position in NVDA in Q1 2023 and has held it in 15 quarters since. 4,182 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Phillips Financial Management held 23,804 shares of NVIDIA worth $5.44M as of Q3 2026.
  • Phillips Financial Management bought 419 NVIDIA shares in Q3 2026, an estimated $89.8K.
  • NVIDIA made up 0.42% of Phillips Financial Management's portfolio in Q3 2026, its #39 holding.
  • Phillips Financial Management first reported a position in NVIDIA in Q1 2023 and has held it in 15 quarters since.
  • 4,182 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.