HP
NVDA icon

Holistic Planning’s NVIDIA NVDA Stock Holding History

Holistic 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
Q2 		$4.73M Buy
23,634
+1,903
+9% +$391K 0.74% 31
2026
Q1 		$3.79M Buy
21,731
+3,034
+16% +$557K 0.76% 28
2025
Q4 		$3.49M Buy
18,697
+630
+3% +$117K 0.74% 27
2025
Q3 		$3.37M Buy
18,067
+2,775
+18% +$484K 0.89% 21
2025
Q2 		$2.42M Buy
15,292
+1,955
+15% +$246K 0.69% 27
2025
Q1 		$1.45M Buy
13,337
+275
+2% +$34.9K 0.49% 38
2024
Q4 		$1.75M Buy
13,062
+729
+6% +$100K 0.64% 35
2024
Q3 		$1.5M Buy
12,333
+11,061
+870% +$1.31M 0.63% 33
2024
Q2 		$1.15M Sell
1,272
-11,448
-90% -$1.16M 0.88% 37
2024
Q1 		$1.15M Sell
12,720
-170
-1% -$12.3K 0.88% 38
2023
Q4 		$638K Buy
+12,890
New +$597K 0.54% 50

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

Holistic Planning's NVDA Position: Q2 2026 in Review

Holistic Planning increased its NVIDIA (NVDA) stake by 8.8% in Q2 2026, buying an estimated $391K and bringing the position to 23,634 shares worth $4.73M. The position accounts for 0.74% of the portfolio, ranked #31.

Holistic Planning first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Holistic Planning held 23,634 shares of NVIDIA worth $4.73M as of Q2 2026.
  • Holistic Planning bought 1,903 NVIDIA shares in Q2 2026, an estimated $391K.
  • NVIDIA made up 0.74% of Holistic Planning's portfolio in Q2 2026, its #31 holding.
  • Holistic Planning first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.