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Asset Planning Inc’s NVIDIA NVDA Stock Holding History

Asset Planning Inc’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 		$4.76M Buy
23,781
+485
+2% +$99.7K 3.08% 7
2026
Q1 		$4.06M Buy
23,296
+97
+0.4% +$17.8K 2.89% 7
2025
Q4 		$4.33M Sell
23,199
-1,249
-5% -$232K 3.04% 7
2025
Q3 		$4.56M Buy
24,448
+141
+0.6% +$24.6K 3.3% 7
2025
Q2 		$3.84M Sell
24,307
-93
-0.4% -$11.7K 2.89% 8
2025
Q1 		$2.64M Sell
24,400
-735
-3% -$93.2K 2.07% 10
2024
Q4 		$3.38M Buy
+25,135
New +$3.46M 2.57% 8

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

Asset Planning Inc's NVDA Position: Q2 2026 in Review

Asset Planning Inc increased its NVIDIA (NVDA) stake by 2.1% in Q2 2026, buying an estimated $99.7K and bringing the position to 23,781 shares worth $4.76M. The position accounts for 3.08% of the portfolio, ranked #7.

Asset Planning Inc first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Asset Planning Inc held 23,781 shares of NVIDIA worth $4.76M as of Q2 2026.
  • Asset Planning Inc bought 485 NVIDIA shares in Q2 2026, an estimated $99.7K.
  • NVIDIA made up 3.08% of Asset Planning Inc's portfolio in Q2 2026, its #7 holding.
  • Asset Planning Inc first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.