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Planning Directions’s NVIDIA NVDA Stock Holding History

Planning Directions’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 		$2.11M Sell
10,565
-5,279
-33% -$1.09M 0.98% 22
2026
Q1 		$2.76M Buy
15,844
+363
+2% +$66.6K 1.4% 17
2025
Q4 		$2.89M Sell
15,481
-104
-0.7% -$19.4K 1.45% 15
2025
Q3 		$2.91M Sell
15,585
-377
-2% -$65.7K 1.52% 15
2025
Q2 		$2.52M Sell
15,962
-12,239
-43% -$1.54M 1.42% 17
2025
Q1 		$3.06M Buy
28,201
+16,174
+134% +$2.05M 1.31% 21
2024
Q4 		$1.62M Buy
12,027
+1,725
+17% +$238K 0.94% 19
2024
Q3 		$1.25M Buy
10,302
+535
+5% +$63.2K 0.75% 24
2024
Q2 		$1.21M Buy
9,767
+417
+4% +$42.2K 0.82% 25
2024
Q1 		$844K Buy
9,350
+270
+3% +$19.6K 0.59% 29
2023
Q4 		$449K Buy
9,080
+10
+0.1% +$463 0.32% 42
2023
Q3 		$395K Buy
9,070
+110
+1% +$4.93K 0.3% 38
2023
Q2 		$379K Hold
8,960
– – 0.28% 44
2023
Q1 		$249K Buy
+8,960
New +$194K 0.19% 57
2020
Q2 		– Sell
-144,960
Closed -$955K – 88
2020
Q1 		$955K Buy
+144,960
New +$915K 1.34% 21

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 Directions's NVDA Position: Q2 2026 in Review

Planning Directions reduced its NVIDIA (NVDA) stake by 33% in Q2 2026, selling an estimated $1.09M and leaving 10,565 shares worth $2.11M. The position accounts for 0.98% of the portfolio, ranked #22.

Planning Directions first reported a position in NVDA in Q1 2020 and has held it in 15 quarters since. The position peaked at $3.06M in Q1 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Planning Directions held 10,565 shares of NVIDIA worth $2.11M as of Q2 2026.
  • Planning Directions sold 5,279 NVIDIA shares in Q2 2026, an estimated $1.09M.
  • NVIDIA made up 0.98% of Planning Directions's portfolio in Q2 2026, its #22 holding.
  • Planning Directions first reported a position in NVIDIA in Q1 2020 and has held it in 15 quarters since.
  • Planning Directions's NVIDIA position peaked at $3.06M in Q1 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.