Root Financial Partners’s NVIDIA NVDA Stock Holding History

Root Financial Partners’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	$42.8M	Sell	245,390 -31,422	-11%	-$5.76M	1.98%	13
2025 Q4	$51.6M	Buy	276,812 +82,120	+42%	+$15.3M	2.64%	9
2025 Q3	$36.3M	Buy	194,692 +139,537	+253%	+$24.3M	2.24%	11
2025 Q2	$8.71M	Sell	55,155 -1,279	-2%	-$161K	0.84%	21
2025 Q1	$6.14M	Buy	56,434 +14,461	+34%	+$1.83M	0.65%	24
2024 Q4	$5.64M	Buy	41,973 +14,445	+52%	+$1.99M	0.7%	18
2024 Q3	$3.34M	Buy	27,528 +6,511	+31%	+$769K	0.53%	21
2024 Q2	$2.6M	Sell	21,017 -2,073	-9%	-$210K	0.61%	21
2024 Q1	$2.09M	Buy	23,090 +10,430	+82%	+$756K	0.62%	24
2023 Q4	$627K	Buy	12,660 +6,700	+112%	+$310K	0.24%	44
2023 Q3	$259K	Buy	+5,960	New	+$267K	0.14%	58

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

Root Financial Partners's NVDA Position: Q1 2026 in Review

Root Financial Partners reduced its NVIDIA (NVDA) stake by 11% in Q1 2026, selling an estimated $5.76M and leaving 245,390 shares worth $42.8M. The position accounts for 1.98% of the portfolio, ranked #13.

Root Financial Partners first reported a position in NVDA in Q3 2023 and has held it in 11 quarters since. The position peaked at $51.6M in Q4 2025. 5,830 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Root Financial Partners held 245,390 shares of NVIDIA worth $42.8M as of Q1 2026.
Root Financial Partners sold 31,422 NVIDIA shares in Q1 2026, an estimated $5.76M.
NVIDIA made up 1.98% of Root Financial Partners's portfolio in Q1 2026, its #13 holding.
Root Financial Partners first reported a position in NVIDIA in Q3 2023 and has held it in 11 quarters since.
Root Financial Partners's NVIDIA position peaked at $51.6M in Q4 2025.
5,830 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.