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Asset Planning Corporation’s NVIDIA NVDA Stock Holding History

Asset Planning Corporation’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
2025
Q3 		$601K Buy
3,223
+20
+0.6% +$3.49K 0.29% 28
2025
Q2 		$506K Buy
3,203
+95
+3% +$12K 0.27% 27
2025
Q1 		$337K Buy
3,108
+166
+6% +$21K 0.2% 35
2024
Q4 		$395K Sell
2,942
-140
-5% -$19.3K 0.25% 30
2024
Q3 		$374K Sell
3,082
-280
-8% -$33.1K 0.24% 32
2024
Q2 		$415K Buy
3,362
+2
+0.1% +$202 0.31% 29
2024
Q1 		$304K Buy
+3,360
New +$244K 0.22% 31
2021
Q1 		– Sell
-1,680
Closed -$22K – 54
2020
Q4 		$22K Buy
+1,680
New +$22.5K 0.02% 64

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Asset Planning Corporation's NVDA Position: Q3 2025 in Review

Asset Planning Corporation increased its NVIDIA (NVDA) stake by 0.62% in Q3 2025, buying an estimated $3.49K and bringing the position to 3,223 shares worth $601K. The position accounts for 0.29% of the portfolio, ranked #28.

Asset Planning Corporation first reported a position in NVDA in Q4 2020 and has held it in 8 quarters since. 5,365 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

  • Asset Planning Corporation held 3,223 shares of NVIDIA worth $601K as of Q3 2025.
  • Asset Planning Corporation bought 20 NVIDIA shares in Q3 2025, an estimated $3.49K.
  • NVIDIA made up 0.29% of Asset Planning Corporation's portfolio in Q3 2025, its #28 holding.
  • Asset Planning Corporation first reported a position in NVIDIA in Q4 2020 and has held it in 8 quarters since.
  • 5,365 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.