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Prism Planning Partners’s NVIDIA NVDA Stock Holding History

Prism Planning Partners’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 		$1.12M Sell
5,578
-73
-1% -$15K 1.18% 14
2026
Q1 		$986K Sell
5,651
-7,040
-55% -$1.29M 1.17% 13
2025
Q4 		$2.37M Buy
+12,691
New +$2.36M 2.66% 10

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

Prism Planning Partners's NVDA Position: Q2 2026 in Review

Prism Planning Partners reduced its NVIDIA (NVDA) stake by 1.3% in Q2 2026, selling an estimated $15K and leaving 5,578 shares worth $1.12M. The position accounts for 1.18% of the portfolio, ranked #14.

Prism Planning Partners first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.37M in Q4 2025. 5,977 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Prism Planning Partners held 5,578 shares of NVIDIA worth $1.12M as of Q2 2026.
  • Prism Planning Partners sold 73 NVIDIA shares in Q2 2026, an estimated $15K.
  • NVIDIA made up 1.18% of Prism Planning Partners's portfolio in Q2 2026, its #14 holding.
  • Prism Planning Partners first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • Prism Planning Partners's NVIDIA position peaked at $2.37M in Q4 2025.
  • 5,977 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Prism Planning Partners's 13F filing for Q2 2026, filed 23 Jul 2026.