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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
Q2 		$20K Buy
+100
New +$20.6K ﹤0.01% 407
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
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.