Planning Strategies’s NVIDIA NVDA Stock Holding History

Planning Strategies’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 Q3	$4.04M	Buy	17,706 +110	+0.6%	+$23.6K	2.39%	10
2026 Q2	$3.52M	Buy	+17,596	New	+$3.62M	2.2%	11

Other funds holding NVDA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Planning Strategies's NVDA Position: Q3 2026 in Review

Planning Strategies increased its NVIDIA (NVDA) stake by 0.63% in Q3 2026, buying an estimated $23.6K and bringing the position to 17,706 shares worth $4.04M. The position accounts for 2.39% of the portfolio, ranked #10.

Planning Strategies first reported a position in NVDA in Q2 2026 and has held it in 2 quarters since. 5,269 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

Planning Strategies held 17,706 shares of NVIDIA worth $4.04M as of Q3 2026.
Planning Strategies bought 110 NVIDIA shares in Q3 2026, an estimated $23.6K.
NVIDIA made up 2.39% of Planning Strategies's portfolio in Q3 2026, its #10 holding.
Planning Strategies first reported a position in NVIDIA in Q2 2026 and has held it in 2 quarters since.
5,269 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.