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CFC Planning Company’s NVIDIA NVDA Stock Holding History

CFC Planning Company’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
2025
Q4 		– Sell
-500
Closed -$93.3K – 96
2025
Q3 		$93.3K Hold
500
– – 0.08% 89
2025
Q2 		$79K Hold
500
– – 0.07% 83
2025
Q1 		$54.2K Buy
+500
New +$63.4K 0.06% 79

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

CFC Planning Company's NVDA Position: Q2 2026 in Review

CFC Planning Company increased its NVIDIA (NVDA) stake by 17% in Q2 2026, buying an estimated $311K and bringing the position to 10,606 shares worth $2.12M. The position accounts for 1.24% of the portfolio, ranked #29.

CFC Planning Company first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • CFC Planning Company held 10,606 shares of NVIDIA worth $2.12M as of Q2 2026.
  • CFC Planning Company bought 1,514 NVIDIA shares in Q2 2026, an estimated $311K.
  • NVIDIA made up 1.24% of CFC Planning Company's portfolio in Q2 2026, its #29 holding.
  • CFC Planning Company first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.