EP
NVDA icon

Essential Planning’s NVIDIA NVDA Stock Holding History

Essential 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 		$378K Buy
1,889
+70
+4% +$14.4K 0.11% 66
2026
Q1 		$317K Sell
1,819
-5
-0.3% -$917 0.1% 72
2025
Q4 		$340K Buy
1,824
+15
+0.8% +$2.79K 0.11% 72
2025
Q3 		$338K Sell
1,809
-804
-31% -$140K 0.12% 65
2025
Q2 		$413K Sell
2,613
-3,958
-60% -$498K 0.15% 53
2025
Q1 		$712K Sell
6,571
-83,606
-93% -$10.6M 0.29% 36
2024
Q4 		$12.3M Buy
90,177
+83,603
+1,272% +$11.5M 0.08% 73
2024
Q3 		$798K Buy
6,574
+517
+9% +$61.1K 0.33% 30
2024
Q2 		$748K Buy
+6,057
New +$612K 0.33% 30

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

Essential Planning's NVDA Position: Q2 2026 in Review

Essential Planning increased its NVIDIA (NVDA) stake by 3.8% in Q2 2026, buying an estimated $14.4K and bringing the position to 1,889 shares worth $378K. The position accounts for 0.11% of the portfolio, ranked #66.

Essential Planning first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.3M in Q4 2024. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Essential Planning held 1,889 shares of NVIDIA worth $378K as of Q2 2026.
  • Essential Planning bought 70 NVIDIA shares in Q2 2026, an estimated $14.4K.
  • NVIDIA made up 0.11% of Essential Planning's portfolio in Q2 2026, its #66 holding.
  • Essential Planning first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
  • Essential Planning's NVIDIA position peaked at $12.3M in Q4 2024.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.