LifePlan Investment Advisors’s NVIDIA NVDA Stock Holding History

LifePlan Investment Advisors’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	$2.66M	Buy	15,233 +2,646	+21%	+$485K	1.04%	36
2025 Q4	$2.35M	Sell	12,587 -8,615	-41%	-$1.6M	0.96%	39
2025 Q3	$3.96M	Buy	21,202 +1,046	+5%	+$182K	1.66%	20
2025 Q2	$3.18M	Buy	20,156 +9,226	+84%	+$1.16M	1.58%	26
2025 Q1	$1.18M	Sell	10,930 -921	-8%	-$117K	0.68%	43
2024 Q4	$1.59M	Buy	11,851 +2,746	+30%	+$378K	0.98%	34
2024 Q3	$1.11M	Sell	9,105 -136	-1%	-$16.1K	0.71%	38
2024 Q2	$1.14M	Buy	9,241 +131	+1%	+$13.2K	0.82%	35
2024 Q1	$823K	Buy	9,110 +210	+2%	+$15.2K	0.66%	36
2023 Q4	$441K	Buy	8,900 +570	+7%	+$26.4K	0.4%	45
2023 Q3	$362K	Buy	8,330 +600	+8%	+$26.9K	0.39%	44
2023 Q2	$327K	Buy	+7,730	New	+$257K	0.37%	43

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

LifePlan Investment Advisors's NVDA Position: Q1 2026 in Review

LifePlan Investment Advisors increased its NVIDIA (NVDA) stake by 21% in Q1 2026, buying an estimated $485K and bringing the position to 15,233 shares worth $2.66M. The position accounts for 1.04% of the portfolio, ranked #36.

LifePlan Investment Advisors first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.96M in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

LifePlan Investment Advisors held 15,233 shares of NVIDIA worth $2.66M as of Q1 2026.
LifePlan Investment Advisors bought 2,646 NVIDIA shares in Q1 2026, an estimated $485K.
NVIDIA made up 1.04% of LifePlan Investment Advisors's portfolio in Q1 2026, its #36 holding.
LifePlan Investment Advisors first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
LifePlan Investment Advisors's NVIDIA position peaked at $3.96M in Q3 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.