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Retirement Financial Solutions’s NVIDIA NVDA Stock Holding History

Retirement Financial Solutions’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 		$753K Buy
3,764
+486
+15% +$99.9K 0.19% 36
2026
Q1 		$572K Buy
3,278
+121
+4% +$22.2K 0.16% 40
2025
Q4 		$589K Sell
3,157
-130
-4% -$24.2K 0.17% 38
2025
Q3 		$613K Buy
3,287
+138
+4% +$24.1K 0.19% 34
2025
Q2 		$498K Buy
3,149
+100
+3% +$12.6K 0.18% 36
2025
Q1 		$330K Sell
3,049
-415
-12% -$52.6K 0.13% 36
2024
Q4 		$465K Sell
3,464
-25
-0.7% -$3.45K 0.25% 29
2024
Q3 		$424K Buy
3,489
+109
+3% +$12.9K 0.19% 34
2024
Q2 		$418K Buy
+3,380
New +$342K 0.2% 34

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Retirement Financial Solutions's NVDA Position: Q2 2026 in Review

Retirement Financial Solutions increased its NVIDIA (NVDA) stake by 15% in Q2 2026, buying an estimated $99.9K and bringing the position to 3,764 shares worth $753K. The position accounts for 0.19% of the portfolio, ranked #36.

Retirement Financial Solutions first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Retirement Financial Solutions held 3,764 shares of NVIDIA worth $753K as of Q2 2026.
  • Retirement Financial Solutions bought 486 NVIDIA shares in Q2 2026, an estimated $99.9K.
  • NVIDIA made up 0.19% of Retirement Financial Solutions's portfolio in Q2 2026, its #36 holding.
  • Retirement Financial Solutions first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
  • 5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.