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Planned Solutions’s NVIDIA NVDA Stock Holding History

Planned Solutions’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 		$4.12M Buy
20,585
+1,063
+5% +$219K 1.18% 17
2026
Q1 		$3.4M Sell
19,522
-5,049
-21% -$926K 1.11% 19
2025
Q4 		$4.58M Buy
24,571
+933
+4% +$174K 1.47% 17
2025
Q3 		$4.41M Buy
23,638
+3,320
+16% +$579K 1.52% 17
2025
Q2 		$3.21M Sell
20,318
-1,237
-6% -$156K 1.22% 18
2025
Q1 		$2.34M Buy
21,555
+9,115
+73% +$1.16M 0.95% 20
2024
Q4 		$1.67M Buy
12,440
+575
+5% +$79.3K 0.67% 25
2024
Q3 		$1.44M Buy
11,865
+245
+2% +$28.9K 0.58% 22
2024
Q2 		$1.44M Sell
11,620
-1,660
-13% -$168K 0.69% 21
2024
Q1 		$1.2M Buy
13,280
+4,990
+60% +$362K 0.59% 21
2023
Q4 		$411K Buy
8,290
+190
+2% +$8.8K 0.19% 51
2023
Q3 		$352K Sell
8,100
-3,900
-33% -$175K 0.21% 50
2023
Q2 		$508K Hold
12,000
– – 0.3% 40
2023
Q1 		$333K Buy
+12,000
New +$260K 0.21% 49
2022
Q2 		– Sell
-12,780
Closed -$349K – 68
2022
Q1 		$349K Sell
12,780
-780
-6% -$19.6K 0.24% 47
2021
Q4 		$399K Buy
+13,560
New +$373K 0.27% 47
2021
Q2 		$251K Buy
+12,560
New +$201K 0.17% 61
2021
Q1 		– Sell
-10,560
Closed -$138K – 295
2020
Q4 		$138K Buy
10,560
+5,400
+105% +$72.3K 0.11% 76
2020
Q3 		$70K Buy
+5,160
New +$60K 0.07% 113

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Planned Solutions's NVDA Position: Q2 2026 in Review

Planned Solutions increased its NVIDIA (NVDA) stake by 5.4% in Q2 2026, buying an estimated $219K and bringing the position to 20,585 shares worth $4.12M. The position accounts for 1.18% of the portfolio, ranked #17.

Planned Solutions first reported a position in NVDA in Q3 2020 and has held it in 19 quarters since. The position peaked at $4.58M in Q4 2025. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Planned Solutions held 20,585 shares of NVIDIA worth $4.12M as of Q2 2026.
  • Planned Solutions bought 1,063 NVIDIA shares in Q2 2026, an estimated $219K.
  • NVIDIA made up 1.18% of Planned Solutions's portfolio in Q2 2026, its #17 holding.
  • Planned Solutions first reported a position in NVIDIA in Q3 2020 and has held it in 19 quarters since.
  • Planned Solutions's NVIDIA position peaked at $4.58M in Q4 2025.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.