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Phoenix Financial’s NVIDIA NVDA Stock Holding History

Phoenix 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 		$461M Buy
2,305,779
+330,862
+17% +$68M 3.15% 7
2026
Q1 		$344M Buy
1,974,917
+235,045
+14% +$43.1M 3.26% 8
2025
Q4 		$312M Buy
1,739,872
+63,534
+4% +$11.8M 3.38% 6
2025
Q3 		$305M Sell
1,676,338
-153,304
-8% -$26.7M 3.72% 5
2025
Q2 		$288M Buy
1,829,642
+193,317
+12% +$24.3M 3.8% 6
2025
Q1 		$177M Buy
1,636,325
+267,112
+20% +$33.9M 2.72% 9
2024
Q4 		$184M Sell
1,369,213
-13,536
-1% -$1.87M 2.51% 9
2024
Q3 		$168M Sell
1,382,749
-655,721
-32% -$77.5M 2.48% 8
2024
Q2 		$252M Sell
2,038,470
-454,750
-18% -$46M 3.84% 5
2024
Q1 		$225M Buy
2,493,220
+413,620
+20% +$30M 3.11% 6
2023
Q4 		$115M Buy
2,079,600
+1,748,030
+527% +$81M 1.9% 15
2023
Q3 		$14.4M Buy
331,570
+75,170
+29% +$3.37M 0.26% 57
2023
Q2 		$10.7M Sell
256,400
-1,603,490
-86% -$53.2M 0.22% 60
2023
Q1 		$51.6M Sell
1,859,890
-2,863,220
-61% -$62M 1.15% 29
2022
Q4 		$69M Buy
4,723,110
+4,369,030
+1,234% +$64.1M 1.34% 24
2022
Q3 		$4.33M Buy
354,080
+73,620
+26% +$1.16M 0.1% 103
2022
Q2 		$4.28M Hold
280,460
– – 0.09% 122
2022
Q1 		$7.71M Buy
280,460
+98,190
+54% +$2.46M 0.13% 112
2021
Q4 		$5.44M Sell
182,270
-31,100
-15% -$856K 0.09% 125
2021
Q3 		$4.38M Buy
+213,370
New +$4.43M 0.08% 149
2021
Q2 		– Sell
-356,920
Closed -$4.66M – 377
2021
Q1 		$4.66M Buy
356,920
+11,640
+3% +$156K 0.11% 154
2020
Q4 		$4.51M Buy
345,280
+30,360
+10% +$406K 0.12% 143
2020
Q3 		$3.95M Buy
314,920
+23,400
+8% +$272K 0.17% 112
2020
Q2 		$2.56M Buy
291,520
+106,960
+58% +$865K 0.11% 137
2020
Q1 		$1.19M Buy
+184,560
New +$1.16M 0.06% 193

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Phoenix Financial's NVDA Position: Q2 2026 in Review

Phoenix Financial increased its NVIDIA (NVDA) stake by 17% in Q2 2026, buying an estimated $68M and bringing the position to 2,305,779 shares worth $461M. The position accounts for 3.15% of the portfolio, ranked #7.

Phoenix Financial first reported a position in NVDA in Q1 2020 and has held it in 25 quarters since. 4,457 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Phoenix Financial held 2,305,779 shares of NVIDIA worth $461M as of Q2 2026.
  • Phoenix Financial bought 330,862 NVIDIA shares in Q2 2026, an estimated $68M.
  • NVIDIA made up 3.15% of Phoenix Financial's portfolio in Q2 2026, its #7 holding.
  • Phoenix Financial first reported a position in NVIDIA in Q1 2020 and has held it in 25 quarters since.
  • 4,457 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.