Prism Planning Partners
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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
Q3 		$1.28M Buy
5,595
+17
+0.3% +$3.64K 1.21% 13
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Prism Planning Partners's NVDA Position: Q3 2026 in Review

Prism Planning Partners increased its NVIDIA (NVDA) stake by 0.3% in Q3 2026, buying an estimated $3.64K and bringing the position to 5,595 shares worth $1.28M. The position accounts for 1.21% of the portfolio, ranked #13.

Prism Planning Partners first reported a position in NVDA in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.37M in Q4 2025. 3,133 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Prism Planning Partners held 5,595 shares of NVIDIA worth $1.28M as of Q3 2026.
  • Prism Planning Partners bought 17 NVIDIA shares in Q3 2026, an estimated $3.64K.
  • NVIDIA made up 1.21% of Prism Planning Partners's portfolio in Q3 2026, its #13 holding.
  • Prism Planning Partners first reported a position in NVIDIA in Q4 2025 and has held it in 4 quarters since.
  • Prism Planning Partners's NVIDIA position peaked at $2.37M in Q4 2025.
  • 3,133 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Prism Planning Partners's 13F filing for Q3 2026, filed 27 Oct 2026.