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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
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

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

Plan A Wealth's NVDA Position: Q2 2026 in Review

Plan A Wealth reduced its NVIDIA (NVDA) stake by 0.04% in Q2 2026, selling an estimated $2.47K and leaving 29,312 shares worth $5.87M. The position accounts for 2.5% of the portfolio, ranked #7.

Plan A Wealth first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Plan A Wealth held 29,312 shares of NVIDIA worth $5.87M as of Q2 2026.
  • Plan A Wealth sold 12 NVIDIA shares in Q2 2026, an estimated $2.47K.
  • NVIDIA made up 2.5% of Plan A Wealth's portfolio in Q2 2026, its #7 holding.
  • Plan A Wealth first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.