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Compass Planning Associates’s NVIDIA NVDA Stock Holding History

Compass Planning Associates’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
Q3 		– Sell
-490
Closed -$77.4K – 89
2025
Q2 		$77.4K Hold
490
– – 0.07% 49
2025
Q1 		$53.1K Sell
490
-400
-45% -$50.7K 0.05% 55
2024
Q4 		$120K Buy
+890
New +$123K 0.12% 42

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Compass Planning Associates's NVDA Position: Q3 2025 in Review

Compass Planning Associates sold out of NVIDIA (NVDA) in Q3 2025, closing a stake of 490 shares — an estimated $77.4K sold.

Compass Planning Associates first reported a position in NVDA in Q4 2024 and held it in 3 quarters. The position peaked at $120K in Q4 2024. 5,363 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

  • Compass Planning Associates reported no remaining NVIDIA position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 490 NVIDIA shares in Q3 2025, an estimated $77.4K.
  • Compass Planning Associates first reported a position in NVIDIA in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's NVIDIA position peaked at $120K in Q4 2024.
  • 5,363 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.