Financial Life Planners’s NVIDIA NVDA Stock Holding History

Financial Life Planners’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	$15.5M	Buy	77,281 +735	+1%	+$151K	9.94%	3
2026 Q1	$13.3M	Sell	76,546 -791	-1%	-$145K	10.23%	3
2025 Q4	$14.4M	Sell	77,337 -152	-0.2%	-$28.3K	10.35%	3
2025 Q3	$14.5M	Sell	77,489 -1,133	-1%	-$197K	9.71%	3
2025 Q2	$12.4M	Buy	78,622 +147	+0.2%	+$18.5K	10.11%	3
2025 Q1	$8.51M	Sell	78,475 -5,315	-6%	-$674K	8.28%	3
2024 Q4	$11.3M	Buy	+83,790	New	+$11.5M	9.43%	3

Other funds holding NVDA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DACG

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Financial Life Planners's NVDA Position: Q2 2026 in Review

Financial Life Planners increased its NVIDIA (NVDA) stake by 0.96% in Q2 2026, buying an estimated $151K and bringing the position to 77,281 shares worth $15.5M. The position accounts for 9.94% of the portfolio, ranked #3.

Financial Life Planners first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 2,876 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Financial Life Planners held 77,281 shares of NVIDIA worth $15.5M as of Q2 2026.
Financial Life Planners bought 735 NVIDIA shares in Q2 2026, an estimated $151K.
NVIDIA made up 9.94% of Financial Life Planners's portfolio in Q2 2026, its #3 holding.
Financial Life Planners first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
2,876 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.