Capital Planning
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Capital Planning’s NVIDIA NVDA Stock Holding History

Capital Planning’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
Q3 		$1.25M Buy
5,478
+1,312
+31% +$281K 0.33% 35
2026
Q2 		$834K Buy
4,166
+150
+4% +$30.8K 0.24% 44
2026
Q1 		$700K Sell
4,016
-945
-19% -$173K 0.23% 42
2025
Q4 		$937K Buy
4,961
+389
+9% +$72.4K 0.26% 42
2025
Q3 		$853K Buy
4,572
+296
+7% +$51.6K 0.25% 42
2025
Q2 		$676K Sell
4,276
-3,375
-44% -$425K 0.21% 39
2025
Q1 		$829K Buy
7,651
+47
+0.6% +$5.96K 0.23% 52
2024
Q4 		$1.02M Buy
7,604
+1,099
+17% +$151K 0.27% 48
2024
Q3 		$790K Buy
6,505
+4,280
+192% +$506K 0.22% 48
2024
Q2 		$275K Sell
2,225
-45
-2% -$4.55K 0.08% 69
2024
Q1 		$205K Buy
+2,270
New +$165K 0.07% 80
2022
Q1 		– Sell
-7,000
Closed -$206K – 69
2021
Q4 		$206K Buy
+7,000
New +$193K 0.08% 67

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Capital Planning's NVDA Position: Q3 2026 in Review

Capital Planning increased its NVIDIA (NVDA) stake by 31% in Q3 2026, buying an estimated $281K and bringing the position to 5,478 shares worth $1.25M. The position accounts for 0.33% of the portfolio, ranked #35.

Capital Planning first reported a position in NVDA in Q4 2021 and has held it in 12 quarters since. 2,605 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Capital Planning held 5,478 shares of NVIDIA worth $1.25M as of Q3 2026.
  • Capital Planning bought 1,312 NVIDIA shares in Q3 2026, an estimated $281K.
  • NVIDIA made up 0.33% of Capital Planning's portfolio in Q3 2026, its #35 holding.
  • Capital Planning first reported a position in NVIDIA in Q4 2021 and has held it in 12 quarters since.
  • 2,605 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.