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Fiduciary Planning’s NVIDIA NVDA Stock Holding History

Fiduciary 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 		$2.81M Sell
16,134
-332
-2% -$60.9K 0.85% 23
2025
Q4 		$3.07M Sell
16,466
-182
-1% -$33.9K 0.93% 24
2025
Q3 		$3.11M Sell
16,648
-1,133
-6% -$197K 0.95% 23
2025
Q2 		$2.81M Sell
17,781
-6,267
-26% -$789K 0.93% 22
2025
Q1 		$2.61M Buy
24,048
+3,115
+15% +$395K 0.86% 21
2024
Q4 		$2.81M Buy
20,933
+7,573
+57% +$1.04M 0.91% 21
2024
Q3 		$1.62M Buy
13,360
+1,157
+9% +$137K 0.55% 27
2024
Q2 		$1.51M Sell
12,203
-937
-7% -$94.7K 0.54% 27
2024
Q1 		$1.19M Buy
13,140
+2,830
+27% +$205K 0.45% 28
2023
Q4 		$511K Buy
+10,310
New +$478K 0.22% 39
2023
Q2 		– Sell
-7,770
Closed -$216K – 44
2023
Q1 		$216K Sell
7,770
-53,850
-87% -$1.17M 0.1% 42
2022
Q4 		$900K Buy
61,620
+3,210
+5% +$47.1K 0.44% 29
2022
Q3 		$709K Buy
58,410
+900
+2% +$14.2K 0.36% 27
2022
Q2 		$872K Buy
57,510
+16,230
+39% +$306K 0.43% 25
2022
Q1 		$1.13M Buy
41,280
+2,030
+5% +$50.9K 0.62% 14
2021
Q4 		$1.15M Sell
39,250
-2,690
-6% -$74K 0.65% 13
2021
Q3 		$869K Buy
41,940
+19,260
+85% +$400K 0.46% 29
2021
Q2 		$454K Buy
+22,680
New +$364K 0.39% 46
2021
Q1 		– Sell
-40
Closed -$1K – 275
2020
Q4 		$1K Hold
40
– – ﹤0.01% 224
2020
Q3 		$1K Buy
+40
New +$465 ﹤0.01% 183

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

Fiduciary Planning's NVDA Position: Q1 2026 in Review

Fiduciary Planning reduced its NVIDIA (NVDA) stake by 2% in Q1 2026, selling an estimated $60.9K and leaving 16,134 shares worth $2.81M. The position accounts for 0.85% of the portfolio, ranked #23.

Fiduciary Planning first reported a position in NVDA in Q3 2020 and has held it in 20 quarters since. The position peaked at $3.11M in Q3 2025. 5,830 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Fiduciary Planning held 16,134 shares of NVIDIA worth $2.81M as of Q1 2026.
  • Fiduciary Planning sold 332 NVIDIA shares in Q1 2026, an estimated $60.9K.
  • NVIDIA made up 0.85% of Fiduciary Planning's portfolio in Q1 2026, its #23 holding.
  • Fiduciary Planning first reported a position in NVIDIA in Q3 2020 and has held it in 20 quarters since.
  • Fiduciary Planning's NVIDIA position peaked at $3.11M in Q3 2025.
  • 5,830 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.