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Plan A Wealth’s NVIDIA NVDA Stock Holding History

Plan A Wealth’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
Q3 		$6.95M Buy
30,413
+1,101
+4% +$236K 2.48% 9
2026
Q2 		$5.87M Sell
29,312
-12
-0% -$2.47K 2.5% 7
2026
Q1 		$5.11M Sell
29,324
-223
-0.8% -$40.9K 2.45% 8
2025
Q4 		$5.51M Sell
29,547
-450
-2% -$83.8K 2.7% 7
2025
Q3 		$5.6M Buy
29,997
+548
+2% +$95.5K 2.85% 6
2025
Q2 		$4.65M Buy
29,449
+5,432
+23% +$684K 2.64% 5
2025
Q1 		$2.6M Buy
24,017
+4,158
+21% +$527K 2.02% 11
2024
Q4 		$2.67M Buy
+19,859
New +$2.74M 2.44% 11

Other funds holding NVDA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Plan A Wealth's NVDA Position: Q3 2026 in Review

Plan A Wealth increased its NVIDIA (NVDA) stake by 3.8% in Q3 2026, buying an estimated $236K and bringing the position to 30,413 shares worth $6.95M. The position accounts for 2.48% of the portfolio, ranked #9.

Plan A Wealth first reported a position in NVDA in Q4 2024 and has held it in 8 quarters since. 331 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Plan A Wealth held 30,413 shares of NVIDIA worth $6.95M as of Q3 2026.
  • Plan A Wealth bought 1,101 NVIDIA shares in Q3 2026, an estimated $236K.
  • NVIDIA made up 2.48% of Plan A Wealth's portfolio in Q3 2026, its #9 holding.
  • Plan A Wealth first reported a position in NVIDIA in Q4 2024 and has held it in 8 quarters since.
  • 331 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.