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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Phillips Wealth Planners's NVDA Position: Q1 2026 in Review

Phillips Wealth Planners increased its NVIDIA (NVDA) stake by 52% in Q1 2026, buying an estimated $188K and bringing the position to 3,014 shares worth $661K. The position accounts for 0.5% of the portfolio, ranked #57.

Phillips Wealth Planners first reported a position in NVDA in Q2 2024 and has held it in 8 quarters since. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Phillips Wealth Planners held 3,014 shares of NVIDIA worth $661K as of Q1 2026.
Phillips Wealth Planners bought 1,027 NVIDIA shares in Q1 2026, an estimated $188K.
NVIDIA made up 0.5% of Phillips Wealth Planners's portfolio in Q1 2026, its #57 holding.
Phillips Wealth Planners first reported a position in NVIDIA in Q2 2024 and has held it in 8 quarters since.
5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.