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Donalies Financial Planning’s NVIDIA NVDA Stock Holding History

Donalies 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 		$622K Buy
3,108
+3
+0.1% +$617 0.46% 46
2026
Q1 		$541K Buy
3,105
+541
+21% +$99.3K 0.46% 40
2025
Q4 		$478K Buy
+2,564
New +$477K 0.41% 45

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

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

Donalies Financial Planning increased its NVIDIA (NVDA) stake by 0.1% in Q2 2026, buying an estimated $617 and bringing the position to 3,108 shares worth $622K. The position accounts for 0.46% of the portfolio, ranked #46.

Donalies Financial Planning first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 5,950 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Donalies Financial Planning held 3,108 shares of NVIDIA worth $622K as of Q2 2026.
  • Donalies Financial Planning bought 3 NVIDIA shares in Q2 2026, an estimated $617.
  • NVIDIA made up 0.46% of Donalies Financial Planning's portfolio in Q2 2026, its #46 holding.
  • Donalies Financial Planning first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • 5,950 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Donalies Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.