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Phillips Wealth Planners’s NVIDIA NVDA Stock Holding History

Phillips Wealth Planners’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 		$966K Buy
4,903
+1,889
+63% +$388K 0.71% 39
2026
Q1 		$661K Buy
3,014
+1,027
+52% +$188K 0.5% 57
2025
Q4 		$364K Sell
1,987
-254
-11% -$47.3K 0.29% 110
2025
Q3 		$416K Buy
2,241
+12
+0.5% +$2.09K 0.35% 96
2025
Q2 		$357K Sell
2,229
-28
-1% -$3.52K 0.32% 105
2025
Q1 		$250K Sell
2,257
-246
-10% -$31.2K 0.26% 136
2024
Q4 		$340K Sell
2,503
-2
-0.1% -$276 0.34% 102
2024
Q3 		$340K Buy
2,505
+104
+4% +$12.3K 0.33% 113
2024
Q2 		$324K Buy
+2,401
New +$243K 0.34% 101

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

Phillips Wealth Planners's NVDA Position: Q2 2026 in Review

Phillips Wealth Planners increased its NVIDIA (NVDA) stake by 63% in Q2 2026, buying an estimated $388K and bringing the position to 4,903 shares worth $966K. The position accounts for 0.71% of the portfolio, ranked #39.

Phillips Wealth Planners first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Phillips Wealth Planners held 4,903 shares of NVIDIA worth $966K as of Q2 2026.
  • Phillips Wealth Planners bought 1,889 NVIDIA shares in Q2 2026, an estimated $388K.
  • NVIDIA made up 0.71% of Phillips Wealth Planners's portfolio in Q2 2026, its #39 holding.
  • Phillips Wealth Planners first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.