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Financial Planning Hawaii’s NVIDIA NVDA Stock Holding History

Financial Planning Hawaii’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 		$2.24M Sell
11,211
-681
-6% -$140K 1.2% 23
2026
Q1 		$2.07M Buy
11,892
+25
+0.2% +$4.59K 1.22% 25
2025
Q4 		$2.21M Buy
+11,867
New +$2.21M 1.28% 19

Other funds holding NVDA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Financial Planning Hawaii's NVDA Position: Q2 2026 in Review

Financial Planning Hawaii reduced its NVIDIA (NVDA) stake by 5.7% in Q2 2026, selling an estimated $140K and leaving 11,211 shares worth $2.24M. The position accounts for 1.2% of the portfolio, ranked #23.

Financial Planning Hawaii first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 3,686 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Financial Planning Hawaii held 11,211 shares of NVIDIA worth $2.24M as of Q2 2026.
  • Financial Planning Hawaii sold 681 NVIDIA shares in Q2 2026, an estimated $140K.
  • NVIDIA made up 1.2% of Financial Planning Hawaii's portfolio in Q2 2026, its #23 holding.
  • Financial Planning Hawaii first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • 3,686 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.