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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
Q2 		$259K Buy
+1,293
New +$266K 0.12% 97
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
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

RCS Financial Planning's NVDA Position: Q2 2026 in Review

RCS Financial Planning opened a new position in NVIDIA (NVDA) in Q2 2026: 1,293 shares worth $259K. The stake represents 0.12% of the portfolio and ranks #97 among its holdings. This is a return to the name: RCS Financial Planning previously reported a position in NVDA as recently as Q4 2025.

RCS Financial Planning first reported a position in NVDA in Q2 2025 and has held it in 4 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • RCS Financial Planning held 1,293 shares of NVIDIA worth $259K as of Q2 2026.
  • NVIDIA was a new RCS Financial Planning position in Q2 2026.
  • NVIDIA made up 0.12% of RCS Financial Planning's portfolio in Q2 2026, its #97 holding.
  • RCS Financial Planning first reported a position in NVIDIA in Q2 2025 and has held it in 4 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.