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Theory Financial’s NVIDIA NVDA Stock Holding History

Theory Financial’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 		$243K Buy
1,392
+79
+6% +$14.5K 0.09% 90
2025
Q4 		$245K Buy
+1,313
New +$244K 0.08% 95

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

Theory Financial's NVDA Position: Q1 2026 in Review

Theory Financial increased its NVIDIA (NVDA) stake by 6% in Q1 2026, buying an estimated $14.5K and bringing the position to 1,392 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #90.

Theory Financial first reported a position in NVDA in Q4 2025 and has held it in 2 quarters since. The position peaked at $245K in Q4 2025. 5,829 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Theory Financial held 1,392 shares of NVIDIA worth $243K as of Q1 2026.
  • Theory Financial bought 79 NVIDIA shares in Q1 2026, an estimated $14.5K.
  • NVIDIA made up 0.09% of Theory Financial's portfolio in Q1 2026, its #90 holding.
  • Theory Financial first reported a position in NVIDIA in Q4 2025 and has held it in 2 quarters since.
  • Theory Financial's NVIDIA position peaked at $245K in Q4 2025.
  • 5,829 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Theory Financial's 13F filing for Q1 2026, filed 5 May 2026.