DFP
NVDA icon

Defined Financial Planning’s NVIDIA NVDA Stock Holding History

Defined 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
2025
Q3 		$3.5M Sell
18,502
-286
-2% -$49.9K 2.9% 13
2025
Q2 		$3.21M Buy
18,788
+2,517
+15% +$317K 2.85% 12
2025
Q1 		$1.79M Sell
16,271
-1,569
-9% -$199K 1.82% 17
2024
Q4 		$2.4M Buy
+17,840
New +$2.46M 2.56% 13

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Defined Financial Planning's NVDA Position: Q3 2025 in Review

Defined Financial Planning reduced its NVIDIA (NVDA) stake by 1.5% in Q3 2025, selling an estimated $49.9K and leaving 18,502 shares worth $3.5M. The position accounts for 2.9% of the portfolio, ranked #13.

Defined Financial Planning first reported a position in NVDA in Q4 2024 and has held it in 4 quarters since. 5,363 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

  • Defined Financial Planning held 18,502 shares of NVIDIA worth $3.5M as of Q3 2025.
  • Defined Financial Planning sold 286 NVIDIA shares in Q3 2025, an estimated $49.9K.
  • NVIDIA made up 2.9% of Defined Financial Planning's portfolio in Q3 2025, its #13 holding.
  • Defined Financial Planning first reported a position in NVIDIA in Q4 2024 and has held it in 4 quarters since.
  • 5,363 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.