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Elser Financial Planning’s NVIDIA NVDA Stock Holding History

Elser 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 		$2.15M Sell
10,764
-215
-2% -$44.2K 0.09% 37
2026
Q1 		$1.91M Buy
+10,979
New +$2.01M 0.09% 40
2025
Q1 		– Sell
-12,171
Closed -$1.63M – 97
2024
Q4 		$1.63M Buy
+12,171
New +$1.68M 0.1% 31
2024
Q3 		– Sell
-11,911
Closed -$1.47M – 93
2024
Q2 		$1.47M Buy
+11,911
New +$1.2M 0.25% 29

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

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

Elser Financial Planning reduced its NVIDIA (NVDA) stake by 2% in Q2 2026, selling an estimated $44.2K and leaving 10,764 shares worth $2.15M. The position accounts for 0.09% of the portfolio, ranked #37.

Elser Financial Planning first reported a position in NVDA in Q2 2024 and has held it in 4 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Elser Financial Planning held 10,764 shares of NVIDIA worth $2.15M as of Q2 2026.
  • Elser Financial Planning sold 215 NVIDIA shares in Q2 2026, an estimated $44.2K.
  • NVIDIA made up 0.09% of Elser Financial Planning's portfolio in Q2 2026, its #37 holding.
  • Elser Financial Planning first reported a position in NVIDIA in Q2 2024 and has held it in 4 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.