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Peak Retirement Planning’s NVIDIA NVDA Stock Holding History

Peak Retirement 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 		$10.9M Buy
54,264
+14,958
+38% +$3.08M 1.72% 16
2026
Q1 		$6.85M Buy
39,306
+5,617
+17% +$1.03M 1.37% 17
2025
Q4 		$6.28M Buy
33,689
+19,335
+135% +$3.6M 1.47% 14
2025
Q3 		$2.68M Buy
14,354
+1,181
+9% +$206K 0.75% 24
2025
Q2 		$2.08M Buy
13,173
+2,452
+23% +$309K 0.84% 21
2025
Q1 		$1.16M Buy
10,721
+1,047
+11% +$133K 0.64% 28
2024
Q4 		$1.28M Buy
+9,674
New +$1.33M 0.86% 25

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 Retirement Planning's NVDA Position: Q2 2026 in Review

Peak Retirement Planning increased its NVIDIA (NVDA) stake by 38% in Q2 2026, buying an estimated $3.08M and bringing the position to 54,264 shares worth $10.9M. The position accounts for 1.72% of the portfolio, ranked #16.

Peak Retirement Planning first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,923 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Peak Retirement Planning held 54,264 shares of NVIDIA worth $10.9M as of Q2 2026.
  • Peak Retirement Planning bought 14,958 NVIDIA shares in Q2 2026, an estimated $3.08M.
  • NVIDIA made up 1.72% of Peak Retirement Planning's portfolio in Q2 2026, its #16 holding.
  • Peak Retirement Planning first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,923 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.