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Investment Planning Advisors’s NVIDIA NVDA Stock Holding History

Investment Planning Advisors’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 		$1.25M Buy
6,240
+1,993
+47% +$410K 0.29% 37
2026
Q1 		$741K Buy
4,247
+987
+30% +$181K 0.2% 48
2025
Q4 		$608K Buy
3,260
+94
+3% +$17.5K 0.18% 54
2025
Q3 		$591K Buy
3,166
+454
+17% +$79.1K 0.19% 51
2025
Q2 		$429K Buy
2,712
+342
+14% +$43K 0.15% 53
2025
Q1 		$257K Buy
2,370
+452
+24% +$57.3K 0.1% 64
2024
Q4 		$258K Sell
1,918
-328
-15% -$45.2K 0.11% 57
2024
Q3 		$278K Hold
2,246
– – 0.14% 54
2024
Q2 		$278K Buy
+2,246
New +$227K 0.14% 54

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Investment Planning Advisors's NVDA Position: Q2 2026 in Review

Investment Planning Advisors increased its NVIDIA (NVDA) stake by 47% in Q2 2026, buying an estimated $410K and bringing the position to 6,240 shares worth $1.25M. The position accounts for 0.29% of the portfolio, ranked #37.

Investment Planning Advisors first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. 1,779 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Investment Planning Advisors held 6,240 shares of NVIDIA worth $1.25M as of Q2 2026.
  • Investment Planning Advisors bought 1,993 NVIDIA shares in Q2 2026, an estimated $410K.
  • NVIDIA made up 0.29% of Investment Planning Advisors's portfolio in Q2 2026, its #37 holding.
  • Investment Planning Advisors first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
  • 1,779 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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