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LifePlan Financial’s NVIDIA NVDA Stock Holding History

LifePlan Financial’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 		$764K Buy
+3,819
New +$785K 0.54% 54

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

LifePlan Financial's NVDA Position: Q2 2026 in Review

LifePlan Financial opened a new position in NVIDIA (NVDA) in Q2 2026: 3,819 shares worth $764K. The stake represents 0.54% of the portfolio and ranks #54 among its holdings.

5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • LifePlan Financial held 3,819 shares of NVIDIA worth $764K as of Q2 2026.
  • NVIDIA was a new LifePlan Financial position in Q2 2026.
  • NVIDIA made up 0.54% of LifePlan Financial's portfolio in Q2 2026, its #54 holding.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.