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Cypress Financial Planning’s NVIDIA NVDA Stock Holding History

Cypress Financial Planning’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 		$808K Buy
4,038
+446
+12% +$91.7K 0.2% 46
2026
Q1 		$626K Buy
3,592
+378
+12% +$69.3K 0.17% 52
2025
Q4 		$603K Sell
3,214
-726
-18% -$135K 0.17% 57
2025
Q3 		$735K Buy
3,940
+80
+2% +$13.9K 0.22% 39
2025
Q2 		$610K Buy
3,860
+133
+4% +$16.7K 0.2% 40
2025
Q1 		$404K Buy
3,727
+685
+23% +$86.8K 0.14% 48
2024
Q4 		$409K Buy
3,042
+472
+18% +$65.1K 0.15% 45
2024
Q3 		$312K Buy
2,570
+144
+6% +$17K 0.12% 58
2024
Q2 		$300K Buy
+2,426
New +$245K 0.12% 58

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Cypress Financial Planning's NVDA Position: Q2 2026 in Review

Cypress Financial Planning increased its NVIDIA (NVDA) stake by 12% in Q2 2026, buying an estimated $91.7K and bringing the position to 4,038 shares worth $808K. The position accounts for 0.2% of the portfolio, ranked #46.

Cypress Financial Planning first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Cypress Financial Planning held 4,038 shares of NVIDIA worth $808K as of Q2 2026.
  • Cypress Financial Planning bought 446 NVIDIA shares in Q2 2026, an estimated $91.7K.
  • NVIDIA made up 0.2% of Cypress Financial Planning's portfolio in Q2 2026, its #46 holding.
  • Cypress Financial Planning first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
  • 1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.