PGF
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Plan Group Financial’s NVIDIA NVDA Stock Holding History

Plan Group Financial’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 		$2.67M Buy
15,292
+2,669
+21% +$490K 0.63% 55
2025
Q4 		$2.35M Sell
12,623
-2,669
-17% -$497K 0.61% 49
2025
Q3 		$2.85M Buy
15,292
+4,197
+38% +$732K 0.77% 41
2025
Q2 		$1.75M Buy
11,095
+5,954
+116% +$749K 0.58% 59
2025
Q1 		$557K Buy
5,141
+2,940
+134% +$373K 0.2% 93
2024
Q4 		$296K Sell
2,201
-176
-7% -$24.3K 0.16% 92
2024
Q3 		$289K Buy
2,377
+234
+11% +$27.6K 0.15% 92
2024
Q2 		$265K Sell
2,143
-317
-13% -$32K 0.16% 77
2024
Q1 		$222K Buy
+2,460
New +$178K 0.15% 85
2023
Q4 		– Sell
-6,110
Closed -$266K – 77
2023
Q3 		$266K Sell
6,110
-9,200
-60% -$412K 0.19% 57
2023
Q2 		$672K Buy
+15,310
New +$508K 0.56% 32

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Plan Group Financial's NVDA Position: Q1 2026 in Review

Plan Group Financial increased its NVIDIA (NVDA) stake by 21% in Q1 2026, buying an estimated $490K and bringing the position to 15,292 shares worth $2.67M. The position accounts for 0.63% of the portfolio, ranked #55.

Plan Group Financial first reported a position in NVDA in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.85M in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Plan Group Financial held 15,292 shares of NVIDIA worth $2.67M as of Q1 2026.
  • Plan Group Financial bought 2,669 NVIDIA shares in Q1 2026, an estimated $490K.
  • NVIDIA made up 0.63% of Plan Group Financial's portfolio in Q1 2026, its #55 holding.
  • Plan Group Financial first reported a position in NVIDIA in Q2 2023 and has held it in 11 quarters since.
  • Plan Group Financial's NVIDIA position peaked at $2.85M in Q3 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.