New England Professional Planning Group’s NVIDIA NVDA Stock Holding History

New England Professional Planning Group’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	$660K	Sell	3,299 -170	-5%	-$35K	0.25%	19
2026 Q1	$605K	Hold	3,469	–	–	0.25%	17
2025 Q4	$647K	Sell	3,469 -250	-7%	-$46.5K	0.27%	17
2025 Q3	$694K	Sell	3,719 -301	-7%	-$52.5K	0.32%	15
2025 Q2	$635K	Buy	4,020 +5	+0.1%	+$629	0.29%	17
2025 Q1	$435K	Buy	4,015 +200	+5%	+$25.3K	0.22%	20
2024 Q4	$512K	Buy	3,815 +265	+7%	+$36.5K	0.26%	18
2024 Q3	$431K	Hold	3,550	–	–	0.21%	19
2024 Q2	$439K	Hold	3,550	–	–	0.23%	21
2024 Q1	$321K	Buy	+3,550	New	+$257K	0.17%	29

Other funds holding NVDA

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New England Professional Planning Group's NVDA Position: Q2 2026 in Review

New England Professional Planning Group reduced its NVIDIA (NVDA) stake by 4.9% in Q2 2026, selling an estimated $35K and leaving 3,299 shares worth $660K. The position accounts for 0.25% of the portfolio, ranked #19.

New England Professional Planning Group first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. The position peaked at $694K in Q3 2025. 3,395 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

New England Professional Planning Group held 3,299 shares of NVIDIA worth $660K as of Q2 2026.
New England Professional Planning Group sold 170 NVIDIA shares in Q2 2026, an estimated $35K.
NVIDIA made up 0.25% of New England Professional Planning Group's portfolio in Q2 2026, its #19 holding.
New England Professional Planning Group first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
New England Professional Planning Group's NVIDIA position peaked at $694K in Q3 2025.
3,395 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.