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Investments & Financial Planning LLC’s NVIDIA NVDA Stock Holding History

Investments & Financial Planning LLC’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 		$4.33M Buy
24,807
+527
+2% +$96.7K 2.36% 9
2025
Q4 		$4.53M Buy
24,280
+44
+0.2% +$8.19K 2.43% 9
2025
Q3 		$4.52M Buy
24,236
+17
+0.1% +$2.96K 2.44% 9
2025
Q2 		$3.83M Buy
24,219
+182
+0.8% +$22.9K 2.2% 9
2025
Q1 		$2.61M Buy
24,037
+1,005
+4% +$127K 1.69% 10
2024
Q4 		$3.09M Hold
23,032
– – 1.91% 9
2024
Q3 		$2.8M Hold
23,032
– – 1.77% 9
2024
Q2 		$2.85M Buy
23,032
+242
+1% +$24.5K 1.91% 9
2024
Q1 		$2.06M Hold
22,790
– – 1.41% 10
2023
Q4 		$1.13M Sell
22,790
-650
-3% -$30.1K 0.85% 14
2023
Q3 		$1.02M Hold
23,440
– – 0.91% 18
2023
Q2 		$992K Sell
23,440
-4,330
-16% -$144K 0.86% 19
2023
Q1 		$771K Hold
27,770
– – 0.71% 20
2022
Q4 		$406K Buy
+27,770
New +$407K 0.4% 28
2022
Q2 		$363K Buy
23,930
+9,200
+62% +$174K 0.37% 26
2022
Q1 		$402K Buy
14,730
+5,140
+54% +$129K 0.35% 24
2021
Q4 		$248K Buy
+9,590
New +$264K 0.22% 31

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

Investments & Financial Planning LLC's NVDA Position: Q1 2026 in Review

Investments & Financial Planning LLC increased its NVIDIA (NVDA) stake by 2.2% in Q1 2026, buying an estimated $96.7K and bringing the position to 24,807 shares worth $4.33M. The position accounts for 2.36% of the portfolio, ranked #9.

Investments & Financial Planning LLC first reported a position in NVDA in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.53M in Q4 2025. 5,834 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Investments & Financial Planning LLC held 24,807 shares of NVIDIA worth $4.33M as of Q1 2026.
  • Investments & Financial Planning LLC bought 527 NVIDIA shares in Q1 2026, an estimated $96.7K.
  • NVIDIA made up 2.36% of Investments & Financial Planning LLC's portfolio in Q1 2026, its #9 holding.
  • Investments & Financial Planning LLC first reported a position in NVIDIA in Q4 2021 and has held it in 17 quarters since.
  • Investments & Financial Planning LLC's NVIDIA position peaked at $4.53M in Q4 2025.
  • 5,834 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q1 2026, filed 11 May 2026.