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	$20K	Buy	+100	New	+$20.6K	﹤0.01%	247

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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.