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Keener Financial Planning’s NVIDIA NVDA Stock Holding History

Keener Financial 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 		$1.45M Buy
7,242
+66
+0.9% +$13.6K 0.52% 13
2026
Q1 		$1.25M Sell
7,176
-1,971
-22% -$362K 0.53% 13
2025
Q4 		$1.71M Buy
9,147
+1,957
+27% +$364K 0.74% 13
2025
Q3 		$1.34M Hold
7,190
– – 0.62% 12
2025
Q2 		$1.14M Buy
7,190
+4,000
+125% +$503K 0.57% 11
2025
Q1 		$345K Sell
3,190
-1,120
-26% -$142K 0.22% 27
2024
Q4 		$578K Hold
4,310
– – 0.34% 20
2024
Q3 		$523K Hold
4,310
– – 0.34% 22
2024
Q2 		$532K Hold
4,310
– – 0.35% 22
2024
Q1 		$390K Hold
4,310
– – 0.27% 27
2023
Q4 		$213K Buy
+4,310
New +$200K 0.16% 40

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

Keener Financial Planning's NVDA Position: Q2 2026 in Review

Keener Financial Planning increased its NVIDIA (NVDA) stake by 0.92% in Q2 2026, buying an estimated $13.6K and bringing the position to 7,242 shares worth $1.45M. The position accounts for 0.52% of the portfolio, ranked #13.

Keener Financial Planning first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q4 2025. 5,974 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Keener Financial Planning held 7,242 shares of NVIDIA worth $1.45M as of Q2 2026.
  • Keener Financial Planning bought 66 NVIDIA shares in Q2 2026, an estimated $13.6K.
  • NVIDIA made up 0.52% of Keener Financial Planning's portfolio in Q2 2026, its #13 holding.
  • Keener Financial Planning first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • Keener Financial Planning's NVIDIA position peaked at $1.71M in Q4 2025.
  • 5,974 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.