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Asset Planning Services Inc’s NVIDIA NVDA Stock Holding History

Asset Planning Services 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
Q3 		$50.9M Sell
222,933
-1,345
-0.6% -$288K 20.79% 1
2026
Q2 		$44.9M Sell
224,278
-9,085
-4% -$1.87M 19.05% 1
2026
Q1 		$40.7M Sell
233,363
-795
-0.3% -$146K 17.85% 1
2025
Q4 		$43.7M Sell
234,158
-18,989
-8% -$3.53M 19.29% 1
2025
Q3 		$47.2M Buy
253,147
+85
+0% +$14.8K 19.9% 1
2025
Q2 		$40M Sell
253,062
-1,814
-0.7% -$228K 18.38% 1
2025
Q1 		$27.6M Sell
254,876
-1,750
-0.7% -$222K 14.04% 1
2024
Q4 		$34.5M Sell
256,626
-774
-0.3% -$107K 16.8% 1
2024
Q3 		$31.3M Sell
257,400
-500
-0.2% -$59.1K 15.46% 1
2024
Q2 		$31.9M Sell
257,900
-4,200
-2% -$425K 16.81% 1
2024
Q1 		$23.7M Sell
262,100
-250
-0.1% -$18.1K 13.24% 1
2023
Q4 		$13M Sell
262,350
-3,130
-1% -$145K 7.9% 2
2023
Q3 		$11.5M Buy
265,480
+250
+0.1% +$11.2K 7.58% 2
2023
Q2 		$11.2M Buy
265,230
+980
+0.4% +$32.5K 6.91% 2
2023
Q1 		$7.34M Sell
264,250
-2,750
-1% -$59.5K 4.65% 3
2022
Q4 		$3.9M Buy
267,000
+1,250
+0.5% +$18.3K 2.47% 22
2022
Q3 		$3.23M Buy
+265,750
New +$4.2M 2.27% 26

Other funds holding NVDA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Asset Planning Services Inc's NVDA Position: Q3 2026 in Review

Asset Planning Services Inc reduced its NVIDIA (NVDA) stake by 0.6% in Q3 2026, selling an estimated $288K and leaving 222,933 shares worth $50.9M. The position accounts for 20.79% of the portfolio, ranked #1.

Asset Planning Services Inc first reported a position in NVDA in Q3 2022 and has held it in 17 quarters since. 3,921 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Asset Planning Services Inc held 222,933 shares of NVIDIA worth $50.9M as of Q3 2026.
  • Asset Planning Services Inc sold 1,345 NVIDIA shares in Q3 2026, an estimated $288K.
  • NVIDIA made up 20.79% of Asset Planning Services Inc's portfolio in Q3 2026, its #1 holding.
  • Asset Planning Services Inc first reported a position in NVIDIA in Q3 2022 and has held it in 17 quarters since.
  • 3,921 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Asset Planning Services Inc's 13F filing for Q3 2026, filed 15 Oct 2026.