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Capasso Planning Partners’s NVIDIA NVDA Stock Holding History

Capasso Planning Partners’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 		$807K Buy
4,032
+10
+0.2% +$2.06K 0.4% 35
2026
Q1 		$701K Buy
4,022
+23
+0.6% +$4.22K 0.38% 37
2025
Q4 		$746K Sell
3,999
-83
-2% -$15.4K 0.41% 32
2025
Q3 		$762K Sell
4,082
-257
-6% -$44.8K 0.47% 31
2025
Q2 		$686K Buy
4,339
+30
+0.7% +$3.77K 0.39% 43
2025
Q1 		$467K Sell
4,309
-101
-2% -$12.8K 0.2% 71
2024
Q4 		$592K Sell
4,410
-1,867
-30% -$257K 0.24% 65
2024
Q3 		$762K Buy
6,277
+122
+2% +$14.4K 0.23% 74
2024
Q2 		$760K Buy
6,155
+465
+8% +$47K 0.25% 68
2024
Q1 		$514K Buy
5,690
+90
+2% +$6.52K 0.21% 58
2023
Q4 		$277K Buy
5,600
+480
+9% +$22.2K 0.13% 84
2023
Q3 		$223K Buy
5,120
+380
+8% +$17K 0.12% 87
2023
Q2 		$201K Buy
+4,740
New +$157K 0.11% 94

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

Capasso Planning Partners's NVDA Position: Q2 2026 in Review

Capasso Planning Partners increased its NVIDIA (NVDA) stake by 0.25% in Q2 2026, buying an estimated $2.06K and bringing the position to 4,032 shares worth $807K. The position accounts for 0.4% of the portfolio, ranked #35.

Capasso Planning Partners first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 5,973 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Capasso Planning Partners held 4,032 shares of NVIDIA worth $807K as of Q2 2026.
  • Capasso Planning Partners bought 10 NVIDIA shares in Q2 2026, an estimated $2.06K.
  • NVIDIA made up 0.4% of Capasso Planning Partners's portfolio in Q2 2026, its #35 holding.
  • Capasso Planning Partners first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
  • 5,973 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.