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Consolidated Planning Corp’s NVIDIA NVDA Stock Holding History

Consolidated Planning Corp’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 		$2.25M Sell
11,245
-36
-0.3% -$7.4K 0.3% 55
2026
Q1 		$1.97M Sell
11,281
-47,365
-81% -$8.69M 0.32% 59
2025
Q4 		$10.9M Sell
58,646
-9,126
-13% -$1.7M 1.1% 19
2025
Q3 		$12.6M Sell
67,772
-221
-0.3% -$38.5K 1.33% 17
2025
Q2 		$10.7M Sell
67,993
-106
-0.2% -$13.3K 1.35% 20
2025
Q1 		$7.38M Buy
68,099
+907
+1% +$115K 1.02% 28
2024
Q4 		$9.02M Buy
67,192
+2,399
+4% +$331K 1.23% 22
2024
Q3 		$7.87M Sell
64,793
-19,340
-23% -$2.28M 1.17% 21
2024
Q2 		$10.4M Sell
84,133
-6,737
-7% -$681K 1.71% 14
2024
Q1 		$8.21M Sell
90,870
-14,770
-14% -$1.07M 1.4% 19
2023
Q4 		$5.23M Sell
105,640
-40
-0% -$1.85K 0.97% 28
2023
Q3 		$4.6M Sell
105,680
-3,960
-4% -$177K 1.02% 32
2023
Q2 		$4.63M Sell
109,640
-1,700
-2% -$56.4K 0.98% 31
2023
Q1 		$3.09M Buy
111,340
+67,900
+156% +$1.47M 0.8% 47
2022
Q4 		$635K Buy
43,440
+14,840
+52% +$218K 0.18% 82
2022
Q3 		$347K Sell
28,600
-70,300
-71% -$1.11M 0.11% 87
2022
Q2 		$1.5M Buy
+98,900
New +$1.87M 0.47% 55
2021
Q4 		– Sell
-2,380
Closed -$49K – 329
2021
Q3 		$49K Buy
+2,380
New +$49.4K 0.03% 168

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

Consolidated Planning Corp's NVDA Position: Q2 2026 in Review

Consolidated Planning Corp reduced its NVIDIA (NVDA) stake by 0.32% in Q2 2026, selling an estimated $7.4K and leaving 11,245 shares worth $2.25M. The position accounts for 0.3% of the portfolio, ranked #55.

Consolidated Planning Corp first reported a position in NVDA in Q3 2021 and has held it in 18 quarters since. The position peaked at $12.6M in Q3 2025. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Consolidated Planning Corp held 11,245 shares of NVIDIA worth $2.25M as of Q2 2026.
  • Consolidated Planning Corp sold 36 NVIDIA shares in Q2 2026, an estimated $7.4K.
  • NVIDIA made up 0.3% of Consolidated Planning Corp's portfolio in Q2 2026, its #55 holding.
  • Consolidated Planning Corp first reported a position in NVIDIA in Q3 2021 and has held it in 18 quarters since.
  • Consolidated Planning Corp's NVIDIA position peaked at $12.6M in Q3 2025.
  • 2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.