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Estate Planners Group’s NVIDIA NVDA Stock Holding History

Estate Planners Group’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 		$4.91M Sell
24,523
-5,193
-17% -$1.07M 2.22% 13
2026
Q1 		$5.18M Buy
29,716
+1,052
+4% +$193K 2.49% 12
2025
Q4 		$5.34M Buy
+28,664
New +$5.34M 2.32% 13

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

Estate Planners Group's NVDA Position: Q2 2026 in Review

Estate Planners Group reduced its NVIDIA (NVDA) stake by 17% in Q2 2026, selling an estimated $1.07M and leaving 24,523 shares worth $4.91M. The position accounts for 2.22% of the portfolio, ranked #13.

Estate Planners Group first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.34M in Q4 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Estate Planners Group held 24,523 shares of NVIDIA worth $4.91M as of Q2 2026.
  • Estate Planners Group sold 5,193 NVIDIA shares in Q2 2026, an estimated $1.07M.
  • NVIDIA made up 2.22% of Estate Planners Group's portfolio in Q2 2026, its #13 holding.
  • Estate Planners Group first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • Estate Planners Group's NVIDIA position peaked at $5.34M in Q4 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.