Planning Center Inc’s NVIDIA NVDA Stock Holding History

Planning Center Inc’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	$1.95M	Buy	9,752 +575	+6%	+$118K	0.18%	24
2026 Q1	$1.6M	Buy	9,177 +1,502	+20%	+$276K	0.16%	26
2025 Q4	$1.43M	Buy	7,675 +1,399	+22%	+$260K	0.15%	28
2025 Q3	$1.17M	Buy	6,276 +60	+1%	+$10.5K	0.12%	29
2025 Q2	$982K	Sell	6,216 -521	-8%	-$65.6K	0.11%	33
2025 Q1	$730K	Buy	6,737 +295	+5%	+$37.4K	0.09%	35
2024 Q4	$865K	Sell	6,442 -200	-3%	-$27.6K	0.11%	33
2024 Q3	$807K	Buy	6,642 +28	+0.4%	+$3.31K	0.1%	35
2024 Q2	$817K	Sell	6,614 -136	-2%	-$13.8K	0.11%	35
2024 Q1	$610K	Buy	6,750 +650	+11%	+$47.1K	0.13%	32
2023 Q4	$302K	Buy	+6,100	New	+$283K	0.07%	48

Other funds holding NVDA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Planning Center Inc's NVDA Position: Q2 2026 in Review

Planning Center Inc increased its NVIDIA (NVDA) stake by 6.3% in Q2 2026, buying an estimated $118K and bringing the position to 9,752 shares worth $1.95M. The position accounts for 0.18% of the portfolio, ranked #24.

Planning Center Inc first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Planning Center Inc held 9,752 shares of NVIDIA worth $1.95M as of Q2 2026.
Planning Center Inc bought 575 NVIDIA shares in Q2 2026, an estimated $118K.
NVIDIA made up 0.18% of Planning Center Inc's portfolio in Q2 2026, its #24 holding.
Planning Center Inc first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.