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Cornerstone Planning Group’s NVIDIA NVDA Stock Holding History

Cornerstone Planning Group’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
Q1 		$6.69M Buy
34,056
+3,238
+11% +$594K 0.89% 24
2025
Q4 		$5.9M Buy
30,818
+30,795
+133,891% +$5.73M 0.92% 23
2025
Q3 		$4.75K Sell
23
-29,175
-100% -$5.09M ﹤0.01% 963
2025
Q2 		$5.2M Buy
29,198
+780
+3% +$98.2K 1.06% 20
2025
Q1 		$2.92M Buy
28,418
+6,713
+31% +$851K 0.7% 19
2024
Q4 		$2.57M Buy
21,705
+12,676
+140% +$1.75M 0.63% 19
2024
Q3 		$1.28M Buy
9,029
+207
+2% +$24.5K 0.34% 24
2024
Q2 		$886K Buy
8,822
+292
+3% +$29.5K 0.25% 28
2024
Q1 		$757K Buy
8,530
+900
+12% +$65.2K 0.24% 31
2023
Q4 		$378K Sell
7,630
-480
-6% -$22.2K 0.12% 51
2023
Q3 		$353K Buy
8,110
+1,860
+30% +$83.3K 0.13% 59
2023
Q2 		$264K Buy
+6,250
New +$208K 0.1% 74
2022
Q4 		$95.1K Buy
+5,670
New +$83.2K 0.04% 163

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

Cornerstone Planning Group's NVDA Position: Q1 2026 in Review

Cornerstone Planning Group increased its NVIDIA (NVDA) stake by 11% in Q1 2026, buying an estimated $594K and bringing the position to 34,056 shares worth $6.69M. The position accounts for 0.89% of the portfolio, ranked #24.

Cornerstone Planning Group first reported a position in NVDA in Q4 2022 and has held it in 13 quarters since. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Cornerstone Planning Group held 34,056 shares of NVIDIA worth $6.69M as of Q1 2026.
  • Cornerstone Planning Group bought 3,238 NVIDIA shares in Q1 2026, an estimated $594K.
  • NVIDIA made up 0.89% of Cornerstone Planning Group's portfolio in Q1 2026, its #24 holding.
  • Cornerstone Planning Group first reported a position in NVIDIA in Q4 2022 and has held it in 13 quarters since.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.