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Capital Planning Advisors’s NVIDIA NVDA Stock Holding History

Capital Planning Advisors’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 		$14.1M Sell
81,055
-4,856
-6% -$891K 2.04% 15
2025
Q4 		$16M Sell
85,911
-3,081
-3% -$573K 2.14% 15
2025
Q3 		$16.6M Sell
88,992
-51
-0.1% -$8.89K 2.28% 15
2025
Q2 		$14.1M Sell
89,043
-1,135
-1% -$143K 2.06% 15
2025
Q1 		$9.77M Buy
90,178
+2,054
+2% +$260K 1.51% 19
2024
Q4 		$11.8M Buy
88,124
+2,703
+3% +$373K 1.83% 17
2024
Q3 		$10.4M Buy
85,421
+6,798
+9% +$803K 1.57% 17
2024
Q2 		$9.71M Sell
78,623
-4,037
-5% -$408K 1.66% 16
2024
Q1 		$7.47M Sell
82,660
-20
-0% -$1.45K 1.31% 19
2023
Q4 		$4.09M Sell
82,680
-5,090
-6% -$236K 0.77% 35
2023
Q3 		$3.82M Buy
87,770
+490
+0.6% +$22K 0.8% 34
2023
Q2 		$3.69M Sell
87,280
-17,780
-17% -$590K 0.75% 34
2023
Q1 		$2.92M Sell
105,060
-5,790
-5% -$125K 0.62% 42
2022
Q4 		$1.62M Sell
110,850
-25,530
-19% -$374K 0.38% 56
2022
Q3 		$1.66M Sell
136,380
-5,300
-4% -$83.8K 0.44% 50
2022
Q2 		$2.15M Sell
141,680
-370
-0.3% -$6.98K 0.57% 44
2022
Q1 		$3.88M Sell
142,050
-30
-0% -$752 0.83% 29
2021
Q4 		$4.18M Buy
142,080
+13,770
+11% +$379K 0.8% 32
2021
Q3 		$2.66M Sell
128,310
-1,650
-1% -$34.3K 0.55% 47
2021
Q2 		$2.6M Buy
129,960
+11,480
+10% +$184K 0.53% 50
2021
Q1 		$1.58M Buy
118,480
+53,160
+81% +$715K 0.35% 68
2020
Q4 		$853K Buy
65,320
+19,840
+44% +$266K 0.21% 82
2020
Q3 		$615K Buy
45,480
+6,240
+16% +$72.6K 0.17% 88
2020
Q2 		$373K Buy
+39,240
New +$317K 0.11% 100
2018
Q4 		– Sell
-307,080
Closed -$2.16M – 119
2018
Q3 		$2.16M Buy
+307,080
New +$2M 0.69% 48

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

Capital Planning Advisors's NVDA Position: Q1 2026 in Review

Capital Planning Advisors reduced its NVIDIA (NVDA) stake by 5.7% in Q1 2026, selling an estimated $891K and leaving 81,055 shares worth $14.1M. The position accounts for 2.04% of the portfolio, ranked #15.

Capital Planning Advisors first reported a position in NVDA in Q3 2018 and has held it in 25 quarters since. The position peaked at $16.6M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Capital Planning Advisors held 81,055 shares of NVIDIA worth $14.1M as of Q1 2026.
  • Capital Planning Advisors sold 4,856 NVIDIA shares in Q1 2026, an estimated $891K.
  • NVIDIA made up 2.04% of Capital Planning Advisors's portfolio in Q1 2026, its #15 holding.
  • Capital Planning Advisors first reported a position in NVIDIA in Q3 2018 and has held it in 25 quarters since.
  • Capital Planning Advisors's NVIDIA position peaked at $16.6M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.