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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Keener Financial Planning's NVDA Position: Q1 2026 in Review

Keener Financial Planning reduced its NVIDIA (NVDA) stake by 22% in Q1 2026, selling an estimated $362K and leaving 7,176 shares worth $1.25M. The position accounts for 0.53% of the portfolio, ranked #13.

Keener Financial Planning first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.71M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Keener Financial Planning held 7,176 shares of NVIDIA worth $1.25M as of Q1 2026.
Keener Financial Planning sold 1,971 NVIDIA shares in Q1 2026, an estimated $362K.
NVIDIA made up 0.53% of Keener Financial Planning's portfolio in Q1 2026, its #13 holding.
Keener Financial Planning first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
Keener Financial Planning's NVIDIA position peaked at $1.71M in Q4 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.