RCS Financial Planning’s NVIDIA NVDA Stock Holding History

RCS Financial Planning’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 Q1	–	Sell	-1,273	Closed	-$237K	–	108
2025 Q4	$237K	Hold	1,273	–	–	0.1%	89
2025 Q3	$238K	Hold	1,273	–	–	0.11%	85
2025 Q2	$201K	Buy	+1,273	New	+$160K	0.1%	83

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RCS Financial Planning's NVDA Position: Q1 2026 in Review

RCS Financial Planning sold out of NVIDIA (NVDA) in Q1 2026, closing a stake of 1,273 shares — an estimated $237K sold.

RCS Financial Planning first reported a position in NVDA in Q2 2025 and held it in 3 quarters. The position peaked at $238K in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

RCS Financial Planning reported no remaining NVIDIA position as of Q1 2026 after selling out during the quarter.
RCS Financial Planning sold 1,273 NVIDIA shares in Q1 2026, an estimated $237K.
RCS Financial Planning first reported a position in NVIDIA in Q2 2025 and held it in 3 quarters.
RCS Financial Planning's NVIDIA position peaked at $238K in Q3 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.