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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Holistic Planning's NVDA Position: Q1 2026 in Review

Holistic Planning increased its NVIDIA (NVDA) stake by 16% in Q1 2026, buying an estimated $557K and bringing the position to 21,731 shares worth $3.79M. The position accounts for 0.76% of the portfolio, ranked #28.

Holistic Planning first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Holistic Planning held 21,731 shares of NVIDIA worth $3.79M as of Q1 2026.
  • Holistic Planning bought 3,034 NVIDIA shares in Q1 2026, an estimated $557K.
  • NVIDIA made up 0.76% of Holistic Planning's portfolio in Q1 2026, its #28 holding.
  • Holistic Planning first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.