OFC Financial Planning’s NVIDIA NVDA Stock Holding History

OFC Financial 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 Q3	$989K	Sell	4,331 -12	-0.3%	-$2.57K	0.85%	31
2026 Q2	$869K	Buy	4,343 +135	+3%	+$27.8K	0.77%	35
2026 Q1	$734K	Hold	4,208	–	–	0.72%	36
2025 Q4	$785K	Hold	4,208	–	–	0.75%	34
2025 Q3	$785K	Sell	4,208 -2,799	-40%	-$488K	0.78%	35
2025 Q2	$1.11M	Buy	7,007 +341	+5%	+$42.9K	1.18%	21
2025 Q1	$722K	Buy	6,666 +183	+3%	+$23.2K	0.82%	31
2024 Q4	$871K	Buy	+6,483	New	+$894K	0.92%	28

Other funds holding NVDA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

OFC Financial Planning's NVDA Position: Q3 2026 in Review

OFC Financial Planning reduced its NVIDIA (NVDA) stake by 0.28% in Q3 2026, selling an estimated $2.57K and leaving 4,331 shares worth $989K. The position accounts for 0.85% of the portfolio, ranked #31.

OFC Financial Planning first reported a position in NVDA in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q2 2025. 3,921 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

OFC Financial Planning held 4,331 shares of NVIDIA worth $989K as of Q3 2026.
OFC Financial Planning sold 12 NVIDIA shares in Q3 2026, an estimated $2.57K.
NVIDIA made up 0.85% of OFC Financial Planning's portfolio in Q3 2026, its #31 holding.
OFC Financial Planning first reported a position in NVIDIA in Q4 2024 and has held it in 8 quarters since.
OFC Financial Planning's NVIDIA position peaked at $1.11M in Q2 2025.
3,921 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.