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PDS Planning’s NVIDIA NVDA Stock Holding History

PDS 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 		$36.1M Buy
180,460
+3,771
+2% +$775K 2.09% 12
2026
Q1 		$30.8M Buy
176,689
+3,693
+2% +$678K 2.03% 13
2025
Q4 		$32.3M Buy
172,996
+5,798
+3% +$1.08M 2.16% 13
2025
Q3 		$31.2M Sell
167,198
-38
-0% -$6.62K 2.16% 13
2025
Q2 		$26.4M Buy
167,236
+18,761
+13% +$2.36M 1.97% 12
2025
Q1 		$16.1M Buy
148,475
+11,309
+8% +$1.43M 1.36% 16
2024
Q4 		$18.4M Buy
137,166
+4,975
+4% +$686K 1.64% 14
2024
Q3 		$16.1M Sell
132,191
-1,730
-1% -$204K 1.44% 16
2024
Q2 		$16.5M Buy
133,921
+7,411
+6% +$749K 1.67% 15
2024
Q1 		$11.4M Sell
126,510
-3,530
-3% -$256K 1.2% 18
2023
Q4 		$6.44M Buy
130,040
+2,880
+2% +$133K 0.73% 28
2023
Q3 		$5.53M Buy
127,160
+1,040
+0.8% +$46.6K 0.72% 26
2023
Q2 		$5.34M Buy
126,120
+14,070
+13% +$467K 0.68% 29
2023
Q1 		$3.11M Buy
112,050
+30,890
+38% +$669K 0.43% 40
2022
Q4 		$1.19M Buy
81,160
+13,580
+20% +$199K 0.19% 55
2022
Q3 		$820K Sell
67,580
-11,140
-14% -$176K 0.15% 60
2022
Q2 		$1.19M Buy
78,720
+10,470
+15% +$198K 0.22% 52
2022
Q1 		$1.86M Buy
68,250
+26,630
+64% +$668K 0.33% 44
2021
Q4 		$1.22M Buy
41,620
+1,580
+4% +$43.5K 0.23% 50
2021
Q3 		$830K Hold
40,040
– – 0.19% 59
2021
Q2 		$801K Buy
40,040
+4,840
+14% +$77.6K 0.2% 60
2021
Q1 		$470K Buy
35,200
+2,360
+7% +$31.7K 0.14% 82
2020
Q4 		$429K Buy
32,840
+3,680
+13% +$49.3K 0.15% 79
2020
Q3 		$395K Buy
+29,160
New +$339K 0.16% 78

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

PDS Planning's NVDA Position: Q2 2026 in Review

PDS Planning increased its NVIDIA (NVDA) stake by 2.1% in Q2 2026, buying an estimated $775K and bringing the position to 180,460 shares worth $36.1M. The position accounts for 2.09% of the portfolio, ranked #12.

PDS Planning first reported a position in NVDA in Q3 2020 and has held it in 24 quarters since. 5,964 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • PDS Planning held 180,460 shares of NVIDIA worth $36.1M as of Q2 2026.
  • PDS Planning bought 3,771 NVIDIA shares in Q2 2026, an estimated $775K.
  • NVIDIA made up 2.09% of PDS Planning's portfolio in Q2 2026, its #12 holding.
  • PDS Planning first reported a position in NVIDIA in Q3 2020 and has held it in 24 quarters since.
  • 5,964 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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