Consolidated Planning Corp
NVDA icon

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
Q3 		$4.07M Buy
17,819
+6,574
+58% +$1.41M 0.55% 28
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Consolidated Planning Corp's NVDA Position: Q3 2026 in Review

Consolidated Planning Corp increased its NVIDIA (NVDA) stake by 58% in Q3 2026, buying an estimated $1.41M and bringing the position to 17,819 shares worth $4.07M. The position accounts for 0.55% of the portfolio, ranked #28.

Consolidated Planning Corp first reported a position in NVDA in Q3 2021 and has held it in 19 quarters since. The position peaked at $12.6M in Q3 2025. 5,269 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Consolidated Planning Corp held 17,819 shares of NVIDIA worth $4.07M as of Q3 2026.
  • Consolidated Planning Corp bought 6,574 NVIDIA shares in Q3 2026, an estimated $1.41M.
  • NVIDIA made up 0.55% of Consolidated Planning Corp's portfolio in Q3 2026, its #28 holding.
  • Consolidated Planning Corp first reported a position in NVIDIA in Q3 2021 and has held it in 19 quarters since.
  • Consolidated Planning Corp's NVIDIA position peaked at $12.6M in Q3 2025.
  • 5,269 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.