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Cassady Wealth & Retirement Planning’s NVIDIA NVDA Stock Holding History

Cassady Wealth & Retirement 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 		$395K Buy
1,972
+270
+16% +$55.5K 0.18% 76
2026
Q1 		$340K Sell
1,702
-47
-3% -$8.62K 0.18% 81
2025
Q4 		$326K Buy
+1,749
New +$326K 0.21% 76

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 $3.37T AUM 44.26% 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

Cassady Wealth & Retirement Planning's NVDA Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its NVIDIA (NVDA) stake by 16% in Q2 2026, buying an estimated $55.5K and bringing the position to 1,972 shares worth $395K. The position accounts for 0.18% of the portfolio, ranked #76.

Cassady Wealth & Retirement Planning first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 1,972 shares of NVIDIA worth $395K as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 270 NVIDIA shares in Q2 2026, an estimated $55.5K.
  • NVIDIA made up 0.18% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #76 holding.
  • Cassady Wealth & Retirement Planning first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.