OLIO Financial Planning’s NVIDIA NVDA Stock Holding History

OLIO 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	$776K	Sell	3,880 -547	-12%	-$112K	0.19%	28
2026 Q1	$772K	Buy	4,427 +604	+16%	+$111K	0.21%	27
2025 Q4	$713K	Sell	3,823 -432	-10%	-$80.4K	0.2%	28
2025 Q3	$794K	Buy	4,255 +24	+0.6%	+$4.18K	0.23%	28
2025 Q2	$668K	Sell	4,231 -230	-5%	-$28.9K	0.21%	30
2025 Q1	$483K	Sell	4,461 -85	-2%	-$10.8K	0.17%	37
2024 Q4	$610K	Buy	+4,546	New	+$627K	0.21%	31

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

OLIO Financial Planning reduced its NVIDIA (NVDA) stake by 12% in Q2 2026, selling an estimated $112K and leaving 3,880 shares worth $776K. The position accounts for 0.19% of the portfolio, ranked #28.

OLIO Financial Planning first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $794K in Q3 2025. 1,411 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

OLIO Financial Planning held 3,880 shares of NVIDIA worth $776K as of Q2 2026.
OLIO Financial Planning sold 547 NVIDIA shares in Q2 2026, an estimated $112K.
NVIDIA made up 0.19% of OLIO Financial Planning's portfolio in Q2 2026, its #28 holding.
OLIO Financial Planning first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
OLIO Financial Planning's NVIDIA position peaked at $794K in Q3 2025.
1,411 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.