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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Root Financial Partners's NVDA Position: Q2 2026 in Review

Root Financial Partners reduced its NVIDIA (NVDA) stake by 4.4% in Q2 2026, selling an estimated $2.2M and leaving 234,709 shares worth $47M. The position accounts for 1.82% of the portfolio, ranked #15.

Root Financial Partners first reported a position in NVDA in Q3 2023 and has held it in 12 quarters since. The position peaked at $51.6M in Q4 2025. 5,972 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Root Financial Partners held 234,709 shares of NVIDIA worth $47M as of Q2 2026.
Root Financial Partners sold 10,681 NVIDIA shares in Q2 2026, an estimated $2.2M.
NVIDIA made up 1.82% of Root Financial Partners's portfolio in Q2 2026, its #15 holding.
Root Financial Partners first reported a position in NVIDIA in Q3 2023 and has held it in 12 quarters since.
Root Financial Partners's NVIDIA position peaked at $51.6M in Q4 2025.
5,972 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.