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Retirement Planning Company of New England’s NVIDIA NVDA Stock Holding History

Retirement Planning Company of New England’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 		$9.42M Sell
47,091
-5,550
-11% -$1.14M 3.39% 1
2026
Q1 		$9.18M Sell
52,641
-526
-1% -$96.5K 3.73% 1
2025
Q4 		$9.92M Sell
53,167
-1,556
-3% -$290K 3.98% 1
2025
Q3 		$10.2M Sell
54,723
-597
-1% -$104K 4.11% 1
2025
Q2 		$8.74M Sell
55,320
-1,221
-2% -$154K 3.89% 1
2025
Q1 		$6.13M Sell
56,541
-355
-0.6% -$45K 3.05% 2
2024
Q4 		$7.64M Sell
56,896
-626
-1% -$86.3K 3.71% 2
2024
Q3 		$6.99M Buy
57,522
+1
+0% +$118 3.48% 2
2024
Q2 		$7.11M Sell
57,521
-799
-1% -$80.8K 3.87% 2
2024
Q1 		$5.27M Sell
58,320
-84,510
-59% -$6.13M 2.89% 3
2023
Q4 		$7.07M Sell
142,830
-1,350
-0.9% -$62.6K 3.19% 2
2023
Q3 		$6.27M Buy
144,180
+73,220
+103% +$3.28M 3.49% 2
2023
Q2 		$3M Sell
70,960
-3,350
-5% -$111K 1.73% 6
2023
Q1 		$2.06M Sell
74,310
-3,420
-4% -$74K 1.25% 13
2022
Q4 		$1.14M Buy
77,730
+2,860
+4% +$41.9K 0.74% 38
2022
Q3 		$908K Buy
74,870
+5,690
+8% +$90K 0.66% 45
2022
Q2 		$1.05M Buy
69,180
+9,190
+15% +$173K 0.71% 39
2022
Q1 		$1.64M Buy
59,990
+8,510
+17% +$213K 0.93% 21
2021
Q4 		$1.51M Buy
+51,480
New +$1.42M 0.74% 26

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Retirement Planning Company of New England's NVDA Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its NVIDIA (NVDA) stake by 11% in Q2 2026, selling an estimated $1.14M and leaving 47,091 shares worth $9.42M. The position accounts for 3.39% of the portfolio, ranked #1.

Retirement Planning Company of New England first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.2M in Q3 2025. 4,159 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Retirement Planning Company of New England held 47,091 shares of NVIDIA worth $9.42M as of Q2 2026.
  • Retirement Planning Company of New England sold 5,550 NVIDIA shares in Q2 2026, an estimated $1.14M.
  • NVIDIA made up 3.39% of Retirement Planning Company of New England's portfolio in Q2 2026, its #1 holding.
  • Retirement Planning Company of New England first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's NVIDIA position peaked at $10.2M in Q3 2025.
  • 4,159 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.