Retirement Guys Formula
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Retirement Guys Formula’s NVIDIA NVDA Stock Holding History

Retirement Guys Formula’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
Q3 		$3.73M Buy
16,331
+67
+0.4% +$14.4K 1.38% 17
2026
Q2 		$3.25M Buy
16,264
+1,029
+7% +$212K 1.22% 20
2026
Q1 		$2.66M Buy
15,235
+359
+2% +$65.9K 1.22% 21
2025
Q4 		$2.77M Sell
14,876
-2,435
-14% -$453K 1.27% 20
2025
Q3 		$3.23M Sell
17,311
-2,211
-11% -$385K 1.14% 21
2025
Q2 		$3.08M Buy
19,522
+489
+3% +$61.5K 1.17% 17
2025
Q1 		$2.06M Buy
19,033
+2,295
+14% +$291K 1.02% 24
2024
Q4 		$2.25M Buy
16,738
+311
+2% +$42.9K 1.13% 20
2024
Q3 		$1.99M Buy
16,427
+10,251
+166% +$1.21M 0.93% 30
2024
Q2 		$763K Buy
6,176
+1,136
+23% +$115K 0.37% 73
2024
Q1 		$455K Sell
5,040
-640
-11% -$46.4K 0.22% 99
2023
Q4 		$281K Buy
5,680
+130
+2% +$6.02K 0.15% 115
2023
Q3 		$241K Sell
5,550
-150
-3% -$6.72K 0.17% 109
2023
Q2 		$241K Sell
5,700
-8,020
-58% -$266K 0.14% 118
2023
Q1 		$381K Sell
13,720
-31,040
-69% -$672K 0.27% 104
2022
Q4 		$654K Buy
44,760
+5,880
+15% +$86.2K 0.54% 38
2022
Q3 		$472K Buy
38,880
+6,550
+20% +$104K 0.5% 42
2022
Q2 		$490K Buy
32,330
+7,710
+31% +$146K 0.5% 45
2022
Q1 		$672K Sell
24,620
-3,970
-14% -$100K 0.45% 33
2021
Q4 		$840K Buy
+28,590
New +$787K 0.67% 30

Other funds holding NVDA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Retirement Guys Formula's NVDA Position: Q3 2026 in Review

Retirement Guys Formula increased its NVIDIA (NVDA) stake by 0.41% in Q3 2026, buying an estimated $14.4K and bringing the position to 16,331 shares worth $3.73M. The position accounts for 1.38% of the portfolio, ranked #17.

Retirement Guys Formula first reported a position in NVDA in Q4 2021 and has held it in 20 quarters since. 4,182 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Retirement Guys Formula held 16,331 shares of NVIDIA worth $3.73M as of Q3 2026.
  • Retirement Guys Formula bought 67 NVIDIA shares in Q3 2026, an estimated $14.4K.
  • NVIDIA made up 1.38% of Retirement Guys Formula's portfolio in Q3 2026, its #17 holding.
  • Retirement Guys Formula first reported a position in NVIDIA in Q4 2021 and has held it in 20 quarters since.
  • 4,182 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.