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Peak Planning Group’s NVIDIA NVDA Stock Holding History

Peak Planning Group’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 		$12.1M Buy
60,440
+773
+1% +$159K 2.73% 9
2026
Q1 		$10.4M Buy
59,667
+1,134
+2% +$208K 2.88% 8
2025
Q4 		$10.9M Buy
58,533
+29,257
+100% +$5.45M 3.06% 9
2025
Q3 		$5.46M Buy
29,276
+858
+3% +$150K 2.85% 9
2025
Q2 		$4.49M Sell
28,418
-26,056
-48% -$3.28M 2.87% 9
2025
Q1 		$5.9M Buy
54,474
+1,607
+3% +$204K 2.48% 8
2024
Q4 		$7.1M Buy
52,867
+2,294
+5% +$316K 2.96% 7
2024
Q3 		$6.14M Buy
50,573
+5,683
+13% +$671K 2.69% 7
2024
Q2 		$5.57M Buy
44,890
+11,210
+33% +$1.13M 2.74% 8
2024
Q1 		$3.05M Buy
33,680
+6,350
+23% +$460K 1.91% 14
2023
Q4 		$1.35M Buy
27,330
+5,320
+24% +$247K 0.97% 25
2023
Q3 		$957K Buy
22,010
+2,610
+13% +$117K 0.75% 32
2023
Q2 		$821K Buy
19,400
+5,540
+40% +$184K 0.61% 35
2023
Q1 		$385K Buy
+13,860
New +$300K 0.31% 54
2022
Q3 		– Sell
-14,800
Closed -$224K – 88
2022
Q2 		$224K Buy
+14,800
New +$279K 0.19% 71
2021
Q4 		$578K Buy
+19,650
New +$541K 0.43% 47

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

Peak Planning Group's NVDA Position: Q2 2026 in Review

Peak Planning Group increased its NVIDIA (NVDA) stake by 1.3% in Q2 2026, buying an estimated $159K and bringing the position to 60,440 shares worth $12.1M. The position accounts for 2.73% of the portfolio, ranked #9.

Peak Planning Group first reported a position in NVDA in Q4 2021 and has held it in 16 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Peak Planning Group held 60,440 shares of NVIDIA worth $12.1M as of Q2 2026.
  • Peak Planning Group bought 773 NVIDIA shares in Q2 2026, an estimated $159K.
  • NVIDIA made up 2.73% of Peak Planning Group's portfolio in Q2 2026, its #9 holding.
  • Peak Planning Group first reported a position in NVIDIA in Q4 2021 and has held it in 16 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.