Plan Group Financial
NVDA icon

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
Q3 		$3.77M Buy
17,418
+2,297
+15% +$492K 0.74% 39
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Plan Group Financial's NVDA Position: Q3 2026 in Review

Plan Group Financial increased its NVIDIA (NVDA) stake by 15% in Q3 2026, buying an estimated $492K and bringing the position to 17,418 shares worth $3.77M. The position accounts for 0.74% of the portfolio, ranked #39.

Plan Group Financial first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 2,147 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Plan Group Financial held 17,418 shares of NVIDIA worth $3.77M as of Q3 2026.
  • Plan Group Financial bought 2,297 NVIDIA shares in Q3 2026, an estimated $492K.
  • NVIDIA made up 0.74% of Plan Group Financial's portfolio in Q3 2026, its #39 holding.
  • Plan Group Financial first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
  • 2,147 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.