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Center for Financial Planning’s NVIDIA NVDA Stock Holding History

Center for Financial 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 		$2.01M Sell
10,024
-768
-7% -$158K 0.19% 41
2026
Q1 		$1.88M Buy
10,792
+1,978
+22% +$363K 0.2% 43
2025
Q4 		$1.64M Buy
8,814
+104
+1% +$19.4K 0.17% 49
2025
Q3 		$1.63M Buy
8,710
+281
+3% +$49K 0.17% 48
2025
Q2 		$1.33M Buy
8,429
+367
+5% +$46.2K 0.15% 53
2025
Q1 		$874K Buy
8,062
+1,269
+19% +$161K 0.11% 65
2024
Q4 		$912K Buy
6,793
+966
+17% +$133K 0.12% 59
2024
Q3 		$708K Buy
5,827
+154
+3% +$18.2K 0.1% 72
2024
Q2 		$701K Buy
5,673
+153
+3% +$15.5K 0.1% 68
2024
Q1 		$499K Buy
5,520
+1,080
+24% +$78.3K 0.07% 88
2023
Q4 		$220K Hold
4,440
– – 0.04% 133
2023
Q3 		$193K Sell
4,440
-200
-4% -$8.96K 0.04% 133
2023
Q2 		$196K Hold
4,640
– – 0.04% 132
2023
Q1 		$129K Sell
4,640
-1,000
-18% -$21.6K 0.03% 148
2022
Q4 		$82.4K Buy
5,640
+1,000
+22% +$14.7K 0.02% 177
2022
Q3 		$56K Buy
4,640
+120
+3% +$1.9K 0.01% 202
2022
Q2 		$69K Buy
4,520
+2,200
+95% +$41.5K 0.02% 192
2022
Q1 		$63K Hold
2,320
– – 0.01% 210
2021
Q4 		$68K Buy
2,320
+40
+2% +$1.1K 0.01% 205
2021
Q3 		$47K Buy
2,280
+920
+68% +$19.1K 0.01% 226
2021
Q2 		$27K Hold
1,360
– – 0.01% 281
2021
Q1 		$18K Hold
1,360
– – ﹤0.01% 320
2020
Q4 		$18K Hold
1,360
– – 0.01% 298
2020
Q3 		$18K Hold
1,360
– – 0.01% 270
2020
Q2 		$13K Sell
1,360
-1,200
-47% -$9.71K ﹤0.01% 292
2020
Q1 		$17K Hold
2,560
– – 0.01% 270
2019
Q4 		$15K Buy
+2,560
New +$13.3K ﹤0.01% 286

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
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

Center for Financial Planning's NVDA Position: Q2 2026 in Review

Center for Financial Planning reduced its NVIDIA (NVDA) stake by 7.1% in Q2 2026, selling an estimated $158K and leaving 10,024 shares worth $2.01M. The position accounts for 0.19% of the portfolio, ranked #41.

Center for Financial Planning first reported a position in NVDA in Q4 2019 and has held it in 27 quarters since. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Center for Financial Planning held 10,024 shares of NVIDIA worth $2.01M as of Q2 2026.
  • Center for Financial Planning sold 768 NVIDIA shares in Q2 2026, an estimated $158K.
  • NVIDIA made up 0.19% of Center for Financial Planning's portfolio in Q2 2026, its #41 holding.
  • Center for Financial Planning first reported a position in NVIDIA in Q4 2019 and has held it in 27 quarters since.
  • 2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.