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Prepared Retirement Institute’s NVIDIA NVDA Stock Holding History

Prepared Retirement Institute’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 		$1.08M Buy
5,373
+4
+0.1% +$822 0.46% 33
2026
Q1 		$936K Sell
5,369
-73
-1% -$13.4K 0.46% 30
2025
Q4 		$1.01M Buy
5,442
+1
+0% +$186 0.51% 27
2025
Q3 		$1.02M Buy
5,441
+45
+0.8% +$7.84K 0.53% 27
2025
Q2 		$853K Sell
5,396
-241
-4% -$30.3K 0.5% 27
2025
Q1 		$611K Buy
5,637
+63
+1% +$7.99K 0.39% 37
2024
Q4 		$749K Buy
5,574
+211
+4% +$29.1K 0.43% 30
2024
Q3 		$651K Hold
5,363
– – 0.39% 30
2024
Q2 		$662K Buy
5,363
+73
+1% +$7.38K 0.44% 29
2024
Q1 		$478K Hold
5,290
– – 0.36% 31
2023
Q4 		$262K Buy
+5,290
New +$245K 0.2% 64

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

Prepared Retirement Institute's NVDA Position: Q2 2026 in Review

Prepared Retirement Institute increased its NVIDIA (NVDA) stake by 0.07% in Q2 2026, buying an estimated $822 and bringing the position to 5,373 shares worth $1.08M. The position accounts for 0.46% of the portfolio, ranked #33.

Prepared Retirement Institute first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Prepared Retirement Institute held 5,373 shares of NVIDIA worth $1.08M as of Q2 2026.
  • Prepared Retirement Institute bought 4 NVIDIA shares in Q2 2026, an estimated $822.
  • NVIDIA made up 0.46% of Prepared Retirement Institute's portfolio in Q2 2026, its #33 holding.
  • Prepared Retirement Institute first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.