Planning Alternatives’s NVIDIA NVDA Stock Holding History

Planning Alternatives’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	$4.39M	Buy	25,192 +5,287	+27%	+$970K	0.57%	15
2025 Q4	$3.71M	Buy	19,905 +1,970	+11%	+$367K	0.47%	18
2025 Q3	$3.35M	Buy	17,935 +6,697	+60%	+$1.17M	0.43%	18
2025 Q2	$1.78M	Buy	11,238 +359	+3%	+$45.2K	0.25%	24
2025 Q1	$1.18M	Buy	10,879 +8,261	+316%	+$1.05M	0.18%	28
2024 Q4	$352K	Buy	2,618 +174	+7%	+$24K	0.05%	47
2024 Q3	$297K	Buy	2,444 +704	+40%	+$83.2K	0.05%	50
2024 Q2	$215K	Buy	+1,740	New	+$176K	0.03%	53
2018 Q1	–	Sell	-64,640	Closed	-$313K	–	51
2017 Q4	$313K	Hold	64,640	–	–	0.06%	41
2017 Q3	$289K	Sell	64,640 -32,320	-33%	-$134K	0.05%	43
2017 Q2	$350K	Hold	96,960	–	–	0.07%	41
2017 Q1	$264K	Hold	96,960	–	–	0.05%	43
2016 Q4	$259K	Buy	+96,960	New	+$203K	0.05%	42

Other funds holding NVDA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return