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Meredith Wealth Planning’s NVIDIA NVDA Stock Holding History

Meredith Wealth 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
Q2 		$3.78M Buy
18,873
+175
+0.9% +$36K 0.89% 17
2026
Q1 		$3.26M Sell
18,698
-1,541
-8% -$283K 0.88% 17
2025
Q4 		$3.77M Buy
20,239
+153
+0.8% +$28.5K 1.12% 15
2025
Q3 		$3.75M Buy
20,086
+15,130
+305% +$2.64M 1.19% 14
2025
Q2 		$783K Buy
4,956
+125
+3% +$15.7K 0.28% 34
2025
Q1 		$524K Sell
4,831
-1,077
-18% -$137K 0.23% 34
2024
Q4 		$793K Buy
5,908
+698
+13% +$96.2K 0.35% 31
2024
Q3 		$633K Sell
5,210
-71
-1% -$8.39K 0.3% 31
2024
Q2 		$652K Sell
5,281
-29
-0.5% -$2.93K 0.34% 28
2024
Q1 		$480K Sell
5,310
-90
-2% -$6.52K 0.27% 30
2023
Q4 		$267K Sell
5,400
-1,510
-22% -$70K 0.17% 38
2023
Q3 		$301K Buy
6,910
+1,120
+19% +$50.2K 0.22% 32
2023
Q2 		$245K Buy
+5,790
New +$192K 0.2% 34

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Meredith Wealth Planning's NVDA Position: Q2 2026 in Review

Meredith Wealth Planning increased its NVIDIA (NVDA) stake by 0.94% in Q2 2026, buying an estimated $36K and bringing the position to 18,873 shares worth $3.78M. The position accounts for 0.89% of the portfolio, ranked #17.

Meredith Wealth Planning first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Meredith Wealth Planning held 18,873 shares of NVIDIA worth $3.78M as of Q2 2026.
  • Meredith Wealth Planning bought 175 NVIDIA shares in Q2 2026, an estimated $36K.
  • NVIDIA made up 0.89% of Meredith Wealth Planning's portfolio in Q2 2026, its #17 holding.
  • Meredith Wealth Planning first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.