OFP
NVDA icon

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
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 $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

OFC Financial Planning's NVDA Position: Q1 2026 in Review

OFC Financial Planning held its NVIDIA (NVDA) position steady in Q1 2026 at 4,208 shares worth $734K. The position accounts for 0.72% of the portfolio, ranked #36.

OFC Financial Planning first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.11M in Q2 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • OFC Financial Planning held 4,208 shares of NVIDIA worth $734K as of Q1 2026.
  • OFC Financial Planning left its NVIDIA share count unchanged in Q1 2026.
  • NVIDIA made up 0.72% of OFC Financial Planning's portfolio in Q1 2026, its #36 holding.
  • OFC Financial Planning first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • OFC Financial Planning's NVIDIA position peaked at $1.11M in Q2 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on OFC Financial Planning's 13F filing for Q1 2026, filed 7 May 2026.