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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
Q2 		$7.33M Buy
34,580
+524
+2% +$108K 0.92% 22
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cornerstone Planning Group's NVDA Position: Q2 2026 in Review

Cornerstone Planning Group increased its NVIDIA (NVDA) stake by 1.5% in Q2 2026, buying an estimated $108K and bringing the position to 34,580 shares worth $7.33M. The position accounts for 0.92% of the portfolio, ranked #22.

Cornerstone Planning Group first reported a position in NVDA in Q4 2022 and has held it in 14 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Cornerstone Planning Group held 34,580 shares of NVIDIA worth $7.33M as of Q2 2026.
  • Cornerstone Planning Group bought 524 NVIDIA shares in Q2 2026, an estimated $108K.
  • NVIDIA made up 0.92% of Cornerstone Planning Group's portfolio in Q2 2026, its #22 holding.
  • Cornerstone Planning Group first reported a position in NVIDIA in Q4 2022 and has held it in 14 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.