Retirement Capital Strategies’s NVIDIA NVDA Stock Holding History

Retirement Capital Strategies’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	$2.3M	Buy	13,176 +41	+0.3%	+$7.52K	0.87%	28
2025 Q4	$2.45M	Sell	13,135 -4	-0%	-$745	0.91%	29
2025 Q3	$2.43M	Hold	13,139	–	–	0.93%	28
2025 Q2	$2.08M	Sell	13,139 -286	-2%	-$36K	0.82%	33
2025 Q1	$1.46M	Buy	13,425 +232	+2%	+$29.4K	0.57%	35
2024 Q4	$1.77M	Buy	13,193 +693	+6%	+$95.5K	0.67%	31
2024 Q3	$1.52M	Buy	12,500 +645	+5%	+$76.2K	0.59%	31
2024 Q2	$1.46M	Buy	11,855 +95	+0.8%	+$9.61K	0.59%	29
2024 Q1	$1.06M	Buy	11,760 +60	+0.5%	+$4.35K	0.43%	42
2023 Q4	$580K	Buy	11,700 +670	+6%	+$31.1K	0.25%	50
2023 Q3	$480K	Buy	11,030 +300	+3%	+$13.4K	0.22%	45
2023 Q2	$454K	Hold	10,730	–	–	0.21%	49
2023 Q1	$298K	Buy	+10,730	New	+$232K	0.14%	35
2022 Q2	–	Sell	-10,740	Closed	-$231K	–	68
2022 Q1	$231K	Buy	10,740 +2,040	+23%	+$51.2K	0.09%	52
2021 Q4	$256K	Buy	+8,700	New	+$239K	0.09%	68
2019 Q3	–	Sell	-78,000	Closed	-$321K	–	57
2019 Q2	$321K	Buy	+78,000	New	+$323K	0.16%	39

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

Retirement Capital Strategies's NVDA Position: Q1 2026 in Review

Retirement Capital Strategies increased its NVIDIA (NVDA) stake by 0.31% in Q1 2026, buying an estimated $7.52K and bringing the position to 13,176 shares worth $2.3M. The position accounts for 0.87% of the portfolio, ranked #28.

Retirement Capital Strategies first reported a position in NVDA in Q2 2019 and has held it in 16 quarters since. The position peaked at $2.45M in Q4 2025. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Retirement Capital Strategies held 13,176 shares of NVIDIA worth $2.3M as of Q1 2026.
Retirement Capital Strategies bought 41 NVIDIA shares in Q1 2026, an estimated $7.52K.
NVIDIA made up 0.87% of Retirement Capital Strategies's portfolio in Q1 2026, its #28 holding.
Retirement Capital Strategies first reported a position in NVIDIA in Q2 2019 and has held it in 16 quarters since.
Retirement Capital Strategies's NVIDIA position peaked at $2.45M in Q4 2025.
5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.