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Green Ridge Wealth Planning’s NVIDIA NVDA Stock Holding History

Green Ridge Wealth Planning’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
Q3 		$5.27M Sell
23,096
-1,035
-4% -$222K 2.12% 15
2026
Q2 		$4.83M Buy
24,131
+156
+0.7% +$32.1K 2.03% 14
2026
Q1 		$4.18M Buy
23,975
+546
+2% +$100K 2.2% 14
2025
Q4 		$4.37M Buy
+23,429
New +$4.36M 2.23% 15

Other funds holding NVDA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Green Ridge Wealth Planning's NVDA Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its NVIDIA (NVDA) stake by 4.3% in Q3 2026, selling an estimated $222K and leaving 23,096 shares worth $5.27M. The position accounts for 2.12% of the portfolio, ranked #15.

Green Ridge Wealth Planning first reported a position in NVDA in Q4 2025 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Green Ridge Wealth Planning held 23,096 shares of NVIDIA worth $5.27M as of Q3 2026.
  • Green Ridge Wealth Planning sold 1,035 NVIDIA shares in Q3 2026, an estimated $222K.
  • NVIDIA made up 2.12% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #15 holding.
  • Green Ridge Wealth Planning first reported a position in NVIDIA in Q4 2025 and has held it in 4 quarters since.
  • 205 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.