Mark Sheptoff Financial Planning’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.23M | Sell |
11,330
-4,893
| -30% | -$898K | 1.18% | 18 |
|
|
2025
Q4 | $3.03M | Sell |
16,223
-560
| -3% | -$104K | 1.44% | 17 |
|
|
2025
Q3 | $3.13M | Sell |
16,783
-3,282
| -16% | -$572K | 1.5% | 16 |
|
|
2025
Q2 | $3.17M | Sell |
20,065
-3,898
| -16% | -$491K | 1.69% | 15 |
|
|
2025
Q1 | $2.6M | Buy |
23,963
+2,063
| +9% | +$261K | 1.43% | 17 |
|
|
2024
Q4 | $2.94M | Buy |
21,900
+4,001
| +22% | +$551K | 1.58% | 15 |
|
|
2024
Q3 | $2.17M | Buy |
17,899
+1,869
| +12% | +$221K | 1.16% | 19 |
|
|
2024
Q2 | $1.98M | Sell |
16,030
-2,940
| -15% | -$297K | 1.11% | 18 |
|
|
2024
Q1 | $1.71M | Buy |
18,970
+100
| +0.5% | +$7.25K | 0.95% | 23 |
|
|
2023
Q4 | $934K | Buy |
18,870
+3,750
| +25% | +$174K | 0.56% | 32 |
|
|
2023
Q3 | $658K | Sell |
15,120
-2,750
| -15% | -$123K | 0.42% | 40 |
|
|
2023
Q2 | $756K | Buy |
17,870
+3,750
| +27% | +$125K | 0.43% | 41 |
|
|
2023
Q1 | $392K | Buy |
14,120
+120
| +0.9% | +$2.6K | 0.23% | 67 |
|
|
2022
Q4 | $205K | Hold |
14,000
| – | – | 0.12% | 89 |
|
|
2022
Q3 | $170K | Sell |
14,000
-4,500
| -24% | -$71.1K | 0.1% | 91 |
|
|
2022
Q2 | $280K | Sell |
18,500
-6,500
| -26% | -$123K | 0.16% | 80 |
|
|
2022
Q1 | $682K | Sell |
25,000
-7,450
| -23% | -$187K | 0.34% | 53 |
|
|
2021
Q4 | $954K | Buy |
32,450
+250
| +0.8% | +$6.88K | 0.46% | 41 |
|
|
2021
Q3 | $667K | Buy |
32,200
+1,000
| +3% | +$20.8K | 0.37% | 52 |
|
|
2021
Q2 | $624K | Buy |
31,200
+16,200
| +108% | +$260K | 0.33% | 57 |
|
|
2021
Q1 | $200K | Sell |
15,000
-6,000
| -29% | -$80.6K | 0.11% | 95 |
|
|
2020
Q4 | $274K | Sell |
21,000
-6,000
| -22% | -$80.3K | 0.16% | 83 |
|
|
2020
Q3 | $365K | Sell |
27,000
-10,000
| -27% | -$116K | 0.22% | 65 |
|
|
2020
Q2 | $351K | Sell |
37,000
-8,000
| -18% | -$64.7K | 0.23% | 68 |
|
|
2020
Q1 | $297K | Buy |
45,000
+11,000
| +32% | +$69.4K | 0.22% | 65 |
|
|
2019
Q4 | $200K | Buy |
34,000
+20,000
| +143% | +$104K | 0.13% | 93 |
|
|
2019
Q3 | $61K | Hold |
14,000
| – | – | 0.04% | 136 |
|
|
2019
Q2 | $57K | Hold |
14,000
| – | – | 0.04% | 145 |
|
|
2019
Q1 | $63K | Hold |
14,000
| – | – | 0.05% | 135 |
|
|
2018
Q4 | $47K | Hold |
14,000
| – | – | 0.04% | 139 |
|
|
2018
Q3 | $98K | Hold |
14,000
| – | – | 0.07% | 130 |
|
|
2018
Q2 | $83K | Hold |
14,000
| – | – | 0.06% | 131 |
|
|
2018
Q1 | $81K | Hold |
14,000
| – | – | 0.06% | 142 |
|
|
2017
Q4 | $68K | Buy |
14,000
+8,000
| +133% | +$39.7K | 0.04% | 161 |
|
|
2017
Q3 | $27K | Hold |
6,000
| – | – | 0.02% | 215 |
|
|
2017
Q2 | $22K | Sell |
6,000
-40
| -0.7% | -$127 | 0.02% | 221 |
|
|
2017
Q1 | $16K | Buy |
+6,040
| New | +$16.1K | 0.01% | 249 |
|
Other funds holding NVDA
VCM
VPM
Mark Sheptoff Financial Planning's NVDA Position: Q1 2026 in Review
Mark Sheptoff Financial Planning reduced its NVIDIA (NVDA) stake by 30% in Q1 2026, selling an estimated $898K and leaving 11,330 shares worth $2.23M. The position accounts for 1.18% of the portfolio, ranked #18.
Mark Sheptoff Financial Planning first reported a position in NVDA in Q1 2017 and has held it in 37 quarters since. The position peaked at $3.17M in Q2 2025. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.
- Mark Sheptoff Financial Planning held 11,330 shares of NVIDIA worth $2.23M as of Q1 2026.
- Mark Sheptoff Financial Planning sold 4,893 NVIDIA shares in Q1 2026, an estimated $898K.
- NVIDIA made up 1.18% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #18 holding.
- Mark Sheptoff Financial Planning first reported a position in NVIDIA in Q1 2017 and has held it in 37 quarters since.
- Mark Sheptoff Financial Planning's NVIDIA position peaked at $3.17M in Q2 2025.
- 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.