Pearl Planning’s NVIDIA NVDA Stock Holding History

Pearl 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	$377K	Buy	1,884 +220	+13%	+$45.2K	0.17%	43
2026 Q1	$290K	Sell	1,664 -1	-0.1%	-$183	0.16%	46
2025 Q4	$311K	Buy	+1,665	New	+$310K	0.19%	43

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pearl Planning's NVDA Position: Q2 2026 in Review

Pearl Planning increased its NVIDIA (NVDA) stake by 13% in Q2 2026, buying an estimated $45.2K and bringing the position to 1,884 shares worth $377K. The position accounts for 0.17% of the portfolio, ranked #43.

Pearl Planning first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Pearl Planning held 1,884 shares of NVIDIA worth $377K as of Q2 2026.
Pearl Planning bought 220 NVIDIA shares in Q2 2026, an estimated $45.2K.
NVIDIA made up 0.17% of Pearl Planning's portfolio in Q2 2026, its #43 holding.
Pearl Planning first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Pearl Planning's 13F filing for Q2 2026, filed 21 Jul 2026.