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MPS Loria Financial Planners’s NVIDIA NVDA Stock Holding History

MPS Loria Financial Planners’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 		$2.65M Buy
15,218
+3,200
+27% +$587K 0.7% 14
2025
Q4 		$2.24M Buy
12,018
+234
+2% +$43.6K 0.58% 17
2025
Q3 		$2.2M Sell
11,784
-17
-0.1% -$2.96K 0.58% 16
2025
Q2 		$1.86M Sell
11,801
-2,235
-16% -$281K 0.55% 17
2025
Q1 		$1.52M Buy
14,036
+165
+1% +$20.9K 0.45% 19
2024
Q4 		$1.86M Buy
13,871
+1,103
+9% +$152K 0.55% 16
2024
Q3 		$1.55M Buy
12,768
+960
+8% +$113K 0.46% 18
2024
Q2 		$1.46M Buy
11,808
+3,268
+38% +$330K 0.47% 19
2024
Q1 		$772K Buy
8,540
+160
+2% +$11.6K 0.26% 31
2023
Q4 		$415K Buy
8,380
+120
+1% +$5.56K 0.15% 42
2023
Q3 		$359K Sell
8,260
-3,560
-30% -$160K 0.14% 45
2023
Q2 		$500K Buy
+11,820
New +$392K 0.19% 38
2021
Q2 		– Sell
-1,840
Closed -$24K – 424
2021
Q1 		$24K Hold
1,840
– – 0.01% 222
2020
Q4 		$24K Sell
1,840
-42,760
-96% -$572K 0.01% 218
2020
Q3 		$603K Hold
44,600
– – 0.31% 27
2020
Q2 		$423K Buy
44,600
+40
+0.1% +$324 0.23% 32
2020
Q1 		$293K Buy
44,560
+40
+0.1% +$252 0.23% 42
2019
Q4 		$261K Buy
+44,520
New +$232K 0.15% 64
2019
Q2 		– Sell
-46,920
Closed -$211K – 75
2019
Q1 		$211K Buy
+46,920
New +$182K 0.14% 67
2018
Q4 		– Sell
-46,000
Closed -$323K – 76
2018
Q3 		$323K Buy
46,000
+1,720
+4% +$11.2K 0.2% 49
2018
Q2 		$262K Buy
44,280
+6,760
+18% +$41.1K 0.26% 56
2018
Q1 		$217K Sell
37,520
-5,000
-12% -$29.4K 0.15% 66
2017
Q4 		$206K Buy
+42,520
New +$211K 0.14% 74
2017
Q3 		– Sell
-42,440
Closed -$177K – 257
2017
Q2 		$177K Buy
+42,440
New +$135K 0.12% 78

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MPS Loria Financial Planners's NVDA Position: Q1 2026 in Review

MPS Loria Financial Planners increased its NVIDIA (NVDA) stake by 27% in Q1 2026, buying an estimated $587K and bringing the position to 15,218 shares worth $2.65M. The position accounts for 0.7% of the portfolio, ranked #14.

MPS Loria Financial Planners first reported a position in NVDA in Q2 2017 and has held it in 24 quarters since. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • MPS Loria Financial Planners held 15,218 shares of NVIDIA worth $2.65M as of Q1 2026.
  • MPS Loria Financial Planners bought 3,200 NVIDIA shares in Q1 2026, an estimated $587K.
  • NVIDIA made up 0.7% of MPS Loria Financial Planners's portfolio in Q1 2026, its #14 holding.
  • MPS Loria Financial Planners first reported a position in NVIDIA in Q2 2017 and has held it in 24 quarters since.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.