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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
Q2 		$5.75M Buy
28,742
+3,550
+14% +$730K 0.62% 15
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
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

Planning Alternatives's NVDA Position: Q2 2026 in Review

Planning Alternatives increased its NVIDIA (NVDA) stake by 14% in Q2 2026, buying an estimated $730K and bringing the position to 28,742 shares worth $5.75M. The position accounts for 0.62% of the portfolio, ranked #15.

Planning Alternatives first reported a position in NVDA in Q4 2016 and has held it in 14 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Planning Alternatives held 28,742 shares of NVIDIA worth $5.75M as of Q2 2026.
  • Planning Alternatives bought 3,550 NVIDIA shares in Q2 2026, an estimated $730K.
  • NVIDIA made up 0.62% of Planning Alternatives's portfolio in Q2 2026, its #15 holding.
  • Planning Alternatives first reported a position in NVIDIA in Q4 2016 and has held it in 14 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.