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Superior Planning, LLC’s NVIDIA NVDA Stock Holding History

Superior Planning, LLC’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 		$6.18M Buy
+27,045
New +$5.8M 2.57% 6

Other funds holding NVDA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Superior Planning, LLC's NVDA Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in NVIDIA (NVDA) in Q3 2026: 27,045 shares worth $6.18M. The stake represents 2.57% of the portfolio and ranks #6 among its holdings.

4,577 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Superior Planning, LLC held 27,045 shares of NVIDIA worth $6.18M as of Q3 2026.
  • NVIDIA was a new Superior Planning, LLC position in Q3 2026.
  • NVIDIA made up 2.57% of Superior Planning, LLC's portfolio in Q3 2026, its #6 holding.
  • 4,577 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.