Falcon Wealth Planning’s NVIDIA NVDA Stock Holding History

Falcon Wealth 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	$12.8M	Buy	63,931 +3,079	+5%	+$633K	0.81%	23
2026 Q1	$10.6M	Buy	60,852 +3,542	+6%	+$650K	0.72%	23
2025 Q4	$10.7M	Buy	57,310 +4,976	+10%	+$926K	0.9%	21
2025 Q3	$9.76M	Buy	52,334 +6,965	+15%	+$1.21M	0.88%	21
2025 Q2	$7.17M	Buy	45,369 +4,399	+11%	+$554K	0.72%	21
2025 Q1	$4.44M	Buy	40,970 +2,913	+8%	+$369K	0.49%	24
2024 Q4	$5.11M	Buy	38,057 +4,269	+13%	+$588K	0.57%	24
2024 Q3	$4.1M	Sell	33,788 -1,717	-5%	-$203K	0.48%	27
2024 Q2	$4.39M	Buy	35,505 +24,185	+214%	+$2.45M	0.57%	24
2024 Q1	$1.02M	Buy	11,320 +300	+3%	+$21.7K	0.16%	53
2023 Q4	$546K	Buy	11,020 +2,750	+33%	+$127K	0.1%	66
2023 Q3	$360K	Buy	8,270 +250	+3%	+$11.2K	0.08%	73
2023 Q2	$339K	Buy	+8,020	New	+$266K	0.08%	77

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Falcon Wealth Planning's NVDA Position: Q2 2026 in Review

Falcon Wealth Planning increased its NVIDIA (NVDA) stake by 5.1% in Q2 2026, buying an estimated $633K and bringing the position to 63,931 shares worth $12.8M. The position accounts for 0.81% of the portfolio, ranked #23.

Falcon Wealth Planning first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 2,143 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Falcon Wealth Planning held 63,931 shares of NVIDIA worth $12.8M as of Q2 2026.
Falcon Wealth Planning bought 3,079 NVIDIA shares in Q2 2026, an estimated $633K.
NVIDIA made up 0.81% of Falcon Wealth Planning's portfolio in Q2 2026, its #23 holding.
Falcon Wealth Planning first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
2,143 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.