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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Planning Directions's NVDA Position: Q1 2026 in Review

Planning Directions increased its NVIDIA (NVDA) stake by 2.3% in Q1 2026, buying an estimated $66.6K and bringing the position to 15,844 shares worth $2.76M. The position accounts for 1.4% of the portfolio, ranked #17.

Planning Directions first reported a position in NVDA in Q1 2020 and has held it in 14 quarters since. The position peaked at $3.06M in Q1 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Planning Directions held 15,844 shares of NVIDIA worth $2.76M as of Q1 2026.
Planning Directions bought 363 NVIDIA shares in Q1 2026, an estimated $66.6K.
NVIDIA made up 1.4% of Planning Directions's portfolio in Q1 2026, its #17 holding.
Planning Directions first reported a position in NVIDIA in Q1 2020 and has held it in 14 quarters since.
Planning Directions's NVIDIA position peaked at $3.06M in Q1 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.