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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Essential Planning's NVDA Position: Q1 2026 in Review

Essential Planning reduced its NVIDIA (NVDA) stake by 0.27% in Q1 2026, selling an estimated $917 and leaving 1,819 shares worth $317K. The position accounts for 0.1% of the portfolio, ranked #72.

Essential Planning first reported a position in NVDA in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.3M in Q4 2024. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Essential Planning held 1,819 shares of NVIDIA worth $317K as of Q1 2026.
  • Essential Planning sold 5 NVIDIA shares in Q1 2026, an estimated $917.
  • NVIDIA made up 0.1% of Essential Planning's portfolio in Q1 2026, its #72 holding.
  • Essential Planning first reported a position in NVIDIA in Q2 2024 and has held it in 8 quarters since.
  • Essential Planning's NVIDIA position peaked at $12.3M in Q4 2024.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.