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
Q2 		$3.03M Sell
15,121
-171
-1% -$35.2K 0.62% 56
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 $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 Group Financial's NVDA Position: Q2 2026 in Review

Plan Group Financial reduced its NVIDIA (NVDA) stake by 1.1% in Q2 2026, selling an estimated $35.2K and leaving 15,121 shares worth $3.03M. The position accounts for 0.62% of the portfolio, ranked #56.

Plan Group Financial first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. 5,968 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Plan Group Financial held 15,121 shares of NVIDIA worth $3.03M as of Q2 2026.
  • Plan Group Financial sold 171 NVIDIA shares in Q2 2026, an estimated $35.2K.
  • NVIDIA made up 0.62% of Plan Group Financial's portfolio in Q2 2026, its #56 holding.
  • Plan Group Financial first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
  • 5,968 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.