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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

OFC Financial Planning's NVDA Position: Q2 2026 in Review

OFC Financial Planning increased its NVIDIA (NVDA) stake by 3.2% in Q2 2026, buying an estimated $27.8K and bringing the position to 4,343 shares worth $869K. The position accounts for 0.77% of the portfolio, ranked #35.

OFC Financial Planning first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q2 2025. 5,977 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • OFC Financial Planning held 4,343 shares of NVIDIA worth $869K as of Q2 2026.
  • OFC Financial Planning bought 135 NVIDIA shares in Q2 2026, an estimated $27.8K.
  • NVIDIA made up 0.77% of OFC Financial Planning's portfolio in Q2 2026, its #35 holding.
  • OFC Financial Planning first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • OFC Financial Planning's NVIDIA position peaked at $1.11M in Q2 2025.
  • 5,977 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.