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Financial Planning Fort Collins’s NVIDIA NVDA Stock Holding History

Financial Planning Fort Collins’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 		$5.33M Hold
26,300
– – 4.04% 7
2026
Q1 		$5.48M Sell
26,300
-50,000
-66% -$9.17M 4.11% 8
2025
Q4 		$5.56K Buy
+76,300
New +$14.2M ﹤0.01% 30

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Planning Fort Collins's NVDA Position: Q2 2026 in Review

Financial Planning Fort Collins reduced its NVIDIA (NVDA) stake by 0% in Q2 2026, selling an estimated $206 and leaving 113,754 shares worth $23.1M. The position accounts for 17.47% of the portfolio, ranked #2.

Financial Planning Fort Collins first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.7M in Q1 2026. 5,951 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Financial Planning Fort Collins held 113,754 shares of NVIDIA worth $23.1M as of Q2 2026.
  • Financial Planning Fort Collins sold 1 NVIDIA share in Q2 2026, an estimated $206.
  • NVIDIA made up 17.47% of Financial Planning Fort Collins's portfolio in Q2 2026, its #2 holding.
  • Financial Planning Fort Collins first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Fort Collins's NVIDIA position peaked at $23.7M in Q1 2026.
  • 5,951 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Financial Planning Fort Collins's 13F filing for Q2 2026, filed 10 Jul 2026.