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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
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

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

Asset Planning Services Inc's NVDA Position: Q1 2026 in Review

Asset Planning Services Inc reduced its NVIDIA (NVDA) stake by 0.34% in Q1 2026, selling an estimated $146K and leaving 233,363 shares worth $40.7M. The position accounts for 17.85% of the portfolio, ranked #1.

Asset Planning Services Inc first reported a position in NVDA in Q3 2022 and has held it in 15 quarters since. The position peaked at $47.2M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Asset Planning Services Inc held 233,363 shares of NVIDIA worth $40.7M as of Q1 2026.
  • Asset Planning Services Inc sold 795 NVIDIA shares in Q1 2026, an estimated $146K.
  • NVIDIA made up 17.85% of Asset Planning Services Inc's portfolio in Q1 2026, its #1 holding.
  • Asset Planning Services Inc first reported a position in NVIDIA in Q3 2022 and has held it in 15 quarters since.
  • Asset Planning Services Inc's NVIDIA position peaked at $47.2M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Asset Planning Services Inc's 13F filing for Q1 2026, filed 21 Apr 2026.