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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capasso Planning Partners's NVDA Position: Q1 2026 in Review

Capasso Planning Partners increased its NVIDIA (NVDA) stake by 0.58% in Q1 2026, buying an estimated $4.22K and bringing the position to 4,022 shares worth $701K. The position accounts for 0.38% of the portfolio, ranked #37.

Capasso Planning Partners first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. The position peaked at $762K in Q3 2024. 5,829 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Capasso Planning Partners held 4,022 shares of NVIDIA worth $701K as of Q1 2026.
Capasso Planning Partners bought 23 NVIDIA shares in Q1 2026, an estimated $4.22K.
NVIDIA made up 0.38% of Capasso Planning Partners's portfolio in Q1 2026, its #37 holding.
Capasso Planning Partners first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
Capasso Planning Partners's NVIDIA position peaked at $762K in Q3 2024.
5,829 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.