Retirement Planning Group (Kansas)’s NVIDIA NVDA Stock Holding History

Retirement Planning Group (Kansas)’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	$10.8M	Sell	62,044 -4,535	-7%	-$832K	0.34%	33
2025 Q4	$12.4M	Buy	66,579 +12,769	+24%	+$2.38M	0.41%	31
2025 Q3	$10M	Buy	53,810 +3,001	+6%	+$523K	0.35%	35
2025 Q2	$8.03M	Buy	50,809 +5,645	+12%	+$710K	0.34%	33
2025 Q1	$4.89M	Buy	45,164 +30,750	+213%	+$3.9M	0.23%	41
2024 Q4	$1.94M	Buy	14,414 +2,142	+17%	+$295K	0.1%	80
2024 Q3	$1.49M	Buy	12,272 +1,141	+10%	+$135K	0.08%	103
2024 Q2	$1.38M	Buy	11,131 +4,831	+77%	+$488K	0.09%	85
2024 Q1	$569K	Buy	6,300 +360	+6%	+$26.1K	0.04%	133
2023 Q4	$294K	Buy	5,940 +560	+10%	+$26K	0.03%	139
2023 Q3	$234K	Buy	+5,380	New	+$241K	0.02%	143

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

Retirement Planning Group (Kansas)'s NVDA Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its NVIDIA (NVDA) stake by 6.8% in Q1 2026, selling an estimated $832K and leaving 62,044 shares worth $10.8M. The position accounts for 0.34% of the portfolio, ranked #33.

Retirement Planning Group (Kansas) first reported a position in NVDA in Q3 2023 and has held it in 11 quarters since. The position peaked at $12.4M in Q4 2025. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Retirement Planning Group (Kansas) held 62,044 shares of NVIDIA worth $10.8M as of Q1 2026.
Retirement Planning Group (Kansas) sold 4,535 NVIDIA shares in Q1 2026, an estimated $832K.
NVIDIA made up 0.34% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #33 holding.
Retirement Planning Group (Kansas) first reported a position in NVIDIA in Q3 2023 and has held it in 11 quarters since.
Retirement Planning Group (Kansas)'s NVIDIA position peaked at $12.4M in Q4 2025.
5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.