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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
Q2 		$3M Sell
15,015
-218
-1% -$44.8K 1.03% 37
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
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 Investment Advisors's NVDA Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its NVIDIA (NVDA) stake by 1.4% in Q2 2026, selling an estimated $44.8K and leaving 15,015 shares worth $3M. The position accounts for 1.03% of the portfolio, ranked #37.

LifePlan Investment Advisors first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.96M in Q3 2025. 5,975 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • LifePlan Investment Advisors held 15,015 shares of NVIDIA worth $3M as of Q2 2026.
  • LifePlan Investment Advisors sold 218 NVIDIA shares in Q2 2026, an estimated $44.8K.
  • NVIDIA made up 1.03% of LifePlan Investment Advisors's portfolio in Q2 2026, its #37 holding.
  • LifePlan Investment Advisors first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
  • LifePlan Investment Advisors's NVIDIA position peaked at $3.96M in Q3 2025.
  • 5,975 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.