Financial Plan Inc’s NVIDIA NVDA Stock Holding History

Financial Plan Inc’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	$1.35M	Buy	6,725 +48	+0.7%	+$9.87K	0.13%	44
2026 Q1	$1.16M	Buy	6,677 +834	+14%	+$153K	0.12%	43
2025 Q4	$1.09M	Buy	+5,843	New	+$1.09M	0.13%	45

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Plan Inc's NVDA Position: Q2 2026 in Review

Financial Plan Inc increased its NVIDIA (NVDA) stake by 0.72% in Q2 2026, buying an estimated $9.87K and bringing the position to 6,725 shares worth $1.35M. The position accounts for 0.13% of the portfolio, ranked #44.

Financial Plan Inc first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 5,986 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Financial Plan Inc held 6,725 shares of NVIDIA worth $1.35M as of Q2 2026.
Financial Plan Inc bought 48 NVIDIA shares in Q2 2026, an estimated $9.87K.
NVIDIA made up 0.13% of Financial Plan Inc's portfolio in Q2 2026, its #44 holding.
Financial Plan Inc first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
5,986 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.