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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Plan Inc's NVDA Position: Q1 2026 in Review

Financial Plan Inc increased its NVIDIA (NVDA) stake by 14% in Q1 2026, buying an estimated $153K and bringing the position to 6,677 shares worth $1.16M. The position accounts for 0.12% of the portfolio, ranked #43.

Financial Plan Inc first reported a position in NVDA in Q4 2025 and has held it in 2 quarters since. 5,843 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Financial Plan Inc held 6,677 shares of NVIDIA worth $1.16M as of Q1 2026.
Financial Plan Inc bought 834 NVIDIA shares in Q1 2026, an estimated $153K.
NVIDIA made up 0.12% of Financial Plan Inc's portfolio in Q1 2026, its #43 holding.
Financial Plan Inc first reported a position in NVIDIA in Q4 2025 and has held it in 2 quarters since.
5,843 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.