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
2024 Q1	–	Sell	-224,000	Closed	-$11.1K	–	458
2023 Q4	$11.1K	Buy	224,000 +202,000	+918%	+$9.36M	﹤0.01%	326
2023 Q3	$957K	Buy	+22,000	New	+$986K	0.02%	229

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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. 5,977 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.
5,977 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.