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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Phoenix Financial's NVDA Position: Q1 2026 in Review

Phoenix Financial increased its NVIDIA (NVDA) stake by 14% in Q1 2026, buying an estimated $43.1M and bringing the position to 1,974,917 shares worth $344M. The position accounts for 3.26% of the portfolio, ranked #8.

Phoenix Financial first reported a position in NVDA in Q1 2020 and has held it in 24 quarters since. 5,831 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Phoenix Financial held 1,974,917 shares of NVIDIA worth $344M as of Q1 2026.
Phoenix Financial bought 235,045 NVIDIA shares in Q1 2026, an estimated $43.1M.
NVIDIA made up 3.26% of Phoenix Financial's portfolio in Q1 2026, its #8 holding.
Phoenix Financial first reported a position in NVIDIA in Q1 2020 and has held it in 24 quarters since.
5,831 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.