PlanVest Financial’s NVIDIA NVDA Stock Holding History

PlanVest Financial’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	$580K	Buy	2,897 +169	+6%	+$34.7K	0.39%	48
2026 Q1	$476K	Buy	+2,728	New	+$500K	0.36%	48

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PlanVest Financial's NVDA Position: Q2 2026 in Review

PlanVest Financial increased its NVIDIA (NVDA) stake by 6.2% in Q2 2026, buying an estimated $34.7K and bringing the position to 2,897 shares worth $580K. The position accounts for 0.39% of the portfolio, ranked #48.

PlanVest Financial first reported a position in NVDA in Q1 2026 and has held it in 2 quarters since. 5,714 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

PlanVest Financial held 2,897 shares of NVIDIA worth $580K as of Q2 2026.
PlanVest Financial bought 169 NVIDIA shares in Q2 2026, an estimated $34.7K.
NVIDIA made up 0.39% of PlanVest Financial's portfolio in Q2 2026, its #48 holding.
PlanVest Financial first reported a position in NVIDIA in Q1 2026 and has held it in 2 quarters since.
5,714 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.