Root Financial Partners
NVDA icon

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
Q3 		$62.2M Buy
272,353
+37,644
+16% +$8.07M 2.09% 14
2026
Q2 		$47M Sell
234,709
-10,681
-4% -$2.2M 1.82% 15
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Root Financial Partners's NVDA Position: Q3 2026 in Review

Root Financial Partners increased its NVIDIA (NVDA) stake by 16% in Q3 2026, buying an estimated $8.07M and bringing the position to 272,353 shares worth $62.2M. The position accounts for 2.09% of the portfolio, ranked #14.

Root Financial Partners first reported a position in NVDA in Q3 2023 and has held it in 13 quarters since. 2,605 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Root Financial Partners held 272,353 shares of NVIDIA worth $62.2M as of Q3 2026.
  • Root Financial Partners bought 37,644 NVIDIA shares in Q3 2026, an estimated $8.07M.
  • NVIDIA made up 2.09% of Root Financial Partners's portfolio in Q3 2026, its #14 holding.
  • Root Financial Partners first reported a position in NVIDIA in Q3 2023 and has held it in 13 quarters since.
  • 2,605 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.