CPC
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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CFC Planning Company's NVDA Position: Q1 2026 in Review

CFC Planning Company increased its NVIDIA (NVDA) stake by 11% in Q1 2026, buying an estimated $163K and bringing the position to 9,092 shares worth $1.59M. The position accounts for 1.13% of the portfolio, ranked #29.

CFC Planning Company first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • CFC Planning Company held 9,092 shares of NVIDIA worth $1.59M as of Q1 2026.
  • CFC Planning Company bought 886 NVIDIA shares in Q1 2026, an estimated $163K.
  • NVIDIA made up 1.13% of CFC Planning Company's portfolio in Q1 2026, its #29 holding.
  • CFC Planning Company first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.