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Capital & Planning LLC’s NVIDIA NVDA Stock Holding History

Capital & Planning LLC’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 		$5.57M Buy
27,853
+3,444
+14% +$708K 2.88% 12
2026
Q1 		$4.26M Buy
+24,409
New +$4.48M 2.58% 12
2025
Q4 		– Sell
-22,789
Closed -$4.25M – 26
2025
Q3 		$4.25M Buy
22,789
+2,279
+11% +$397K 2.63% 13
2025
Q2 		$3.24M Buy
20,510
+101
+0.5% +$12.7K 2.2% 13
2025
Q1 		$2.21M Buy
20,409
+2,074
+11% +$263K 1.64% 16
2024
Q4 		$2.46M Buy
+18,335
New +$2.53M 1.8% 13

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 $3.38T AUM 44.17% 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

Capital & Planning LLC's NVDA Position: Q2 2026 in Review

Capital & Planning LLC increased its NVIDIA (NVDA) stake by 14% in Q2 2026, buying an estimated $708K and bringing the position to 27,853 shares worth $5.57M. The position accounts for 2.88% of the portfolio, ranked #12.

Capital & Planning LLC first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. 5,988 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Capital & Planning LLC held 27,853 shares of NVIDIA worth $5.57M as of Q2 2026.
  • Capital & Planning LLC bought 3,444 NVIDIA shares in Q2 2026, an estimated $708K.
  • NVIDIA made up 2.88% of Capital & Planning LLC's portfolio in Q2 2026, its #12 holding.
  • Capital & Planning LLC first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • 5,988 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.