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Journey Retirement Planning & Investment Management’s NVIDIA NVDA Stock Holding History

Journey Retirement Planning & Investment Management’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 		$7.62M Buy
38,091
+612
+2% +$126K 5.94% 2
2026
Q1 		$6.54M Sell
37,479
-103,469
-73% -$19M 5.76% 2
2025
Q4 		$26.3M Buy
+140,948
New +$26.2M 5.4% 2

Other funds holding NVDA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Journey Retirement Planning & Investment Management's NVDA Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its NVIDIA (NVDA) stake by 1.6% in Q2 2026, buying an estimated $126K and bringing the position to 38,091 shares worth $7.62M. The position accounts for 5.94% of the portfolio, ranked #2.

Journey Retirement Planning & Investment Management first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.3M in Q4 2025. 3,149 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 38,091 shares of NVIDIA worth $7.62M as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 612 NVIDIA shares in Q2 2026, an estimated $126K.
  • NVIDIA made up 5.94% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #2 holding.
  • Journey Retirement Planning & Investment Management first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's NVIDIA position peaked at $26.3M in Q4 2025.
  • 3,149 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.