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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Capital Planning's NVDA Position: Q2 2026 in Review

Capital Planning increased its NVIDIA (NVDA) stake by 3.7% in Q2 2026, buying an estimated $30.8K and bringing the position to 4,166 shares worth $834K. The position accounts for 0.24% of the portfolio, ranked #44.

Capital Planning first reported a position in NVDA in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.02M in Q4 2024. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Capital Planning held 4,166 shares of NVIDIA worth $834K as of Q2 2026.
Capital Planning bought 150 NVIDIA shares in Q2 2026, an estimated $30.8K.
NVIDIA made up 0.24% of Capital Planning's portfolio in Q2 2026, its #44 holding.
Capital Planning first reported a position in NVIDIA in Q4 2021 and has held it in 11 quarters since.
Capital Planning's NVIDIA position peaked at $1.02M in Q4 2024.
2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.