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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 		– Sell
-115,100
Closed -$21.5M – 3525
2025
Q4 		$21.5M Buy
+115,100
New +$21.4M 1.1% 18

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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.