Cornerstone Planning Group
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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
Q3 		$8.25M Buy
35,986
+1,406
+4% +$301K 1.02% 23
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Cornerstone Planning Group's NVDA Position: Q3 2026 in Review

Cornerstone Planning Group increased its NVIDIA (NVDA) stake by 4.1% in Q3 2026, buying an estimated $301K and bringing the position to 35,986 shares worth $8.25M. The position accounts for 1.02% of the portfolio, ranked #23.

Cornerstone Planning Group first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. 1,282 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Cornerstone Planning Group held 35,986 shares of NVIDIA worth $8.25M as of Q3 2026.
  • Cornerstone Planning Group bought 1,406 NVIDIA shares in Q3 2026, an estimated $301K.
  • NVIDIA made up 1.02% of Cornerstone Planning Group's portfolio in Q3 2026, its #23 holding.
  • Cornerstone Planning Group first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
  • 1,282 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.