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Northeast Planning Associates NH’s NVIDIA NVDA Stock Holding History

Northeast Planning Associates NH’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 		– Sell
-1,364
Closed -$238K – 67
2026
Q1 		$238K Buy
1,364
+6
+0.4% +$1.1K 0.16% 47
2025
Q4 		$253K Hold
1,358
– – 0.18% 43
2025
Q3 		$253K Hold
1,358
– – 0.21% 43
2025
Q2 		$215K Buy
+1,358
New +$171K 0.2% 45

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

Northeast Planning Associates NH's NVDA Position: Q2 2026 in Review

Northeast Planning Associates NH sold out of NVIDIA (NVDA) in Q2 2026, closing a stake of 1,364 shares — an estimated $238K sold.

Northeast Planning Associates NH first reported a position in NVDA in Q2 2025 and held it in 4 quarters. The position peaked at $253K in Q3 2025. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Northeast Planning Associates NH reported no remaining NVIDIA position as of Q2 2026 after selling out during the quarter.
  • Northeast Planning Associates NH sold 1,364 NVIDIA shares in Q2 2026, an estimated $238K.
  • Northeast Planning Associates NH first reported a position in NVIDIA in Q2 2025 and held it in 4 quarters.
  • Northeast Planning Associates NH's NVIDIA position peaked at $253K in Q3 2025.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.