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 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 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 Financial Solutions's NVDA Position: Q1 2026 in Review

Retirement Financial Solutions increased its NVIDIA (NVDA) stake by 3.8% in Q1 2026, buying an estimated $22.2K and bringing the position to 3,278 shares worth $572K. The position accounts for 0.16% of the portfolio, ranked #40.

Retirement Financial Solutions first reported a position in NVDA in Q2 2024 and has held it in 8 quarters since. The position peaked at $613K in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Retirement Financial Solutions held 3,278 shares of NVIDIA worth $572K as of Q1 2026.
Retirement Financial Solutions bought 121 NVIDIA shares in Q1 2026, an estimated $22.2K.
NVIDIA made up 0.16% of Retirement Financial Solutions's portfolio in Q1 2026, its #40 holding.
Retirement Financial Solutions first reported a position in NVIDIA in Q2 2024 and has held it in 8 quarters since.
Retirement Financial Solutions's NVIDIA position peaked at $613K in Q3 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.