Falcon Wealth Planning
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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
Q3 		$16.1M Buy
70,486
+6,555
+10% +$1.41M 0.99% 23
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 		$9.8M 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Falcon Wealth Planning's NVDA Position: Q3 2026 in Review

Falcon Wealth Planning increased its NVIDIA (NVDA) stake by 10% in Q3 2026, buying an estimated $1.41M and bringing the position to 70,486 shares worth $16.1M. The position accounts for 0.99% of the portfolio, ranked #23.

Falcon Wealth Planning first reported a position in NVDA in Q2 2023 and has held it in 14 quarters since. 5,269 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Falcon Wealth Planning held 70,486 shares of NVIDIA worth $16.1M as of Q3 2026.
  • Falcon Wealth Planning bought 6,555 NVIDIA shares in Q3 2026, an estimated $1.41M.
  • NVIDIA made up 0.99% of Falcon Wealth Planning's portfolio in Q3 2026, its #23 holding.
  • Falcon Wealth Planning first reported a position in NVIDIA in Q2 2023 and has held it in 14 quarters since.
  • 5,269 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Falcon Wealth Planning's 13F filing for Q3 2026, filed 6 Nov 2026.