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

Retirement Planning Group (New York)’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 		$3.8M Buy
19,006
+430
+2% +$88.4K 2.07% 17
2026
Q1 		$3.24M Buy
18,576
+2,271
+14% +$417K 2.09% 17
2025
Q4 		$3.04M Sell
16,305
-62
-0.4% -$11.5K 2.07% 19
2025
Q3 		$3.05M Buy
16,367
+10,737
+191% +$1.87M 2.28% 16
2025
Q2 		$890K Buy
5,630
+1,118
+25% +$141K 0.78% 30
2025
Q1 		$489K Buy
4,512
+1,546
+52% +$196K 0.5% 41
2024
Q4 		$398K Buy
+2,966
New +$409K 0.44% 43

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

Retirement Planning Group (New York)'s NVDA Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its NVIDIA (NVDA) stake by 2.3% in Q2 2026, buying an estimated $88.4K and bringing the position to 19,006 shares worth $3.8M. The position accounts for 2.07% of the portfolio, ranked #17.

Retirement Planning Group (New York) first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,970 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Retirement Planning Group (New York) held 19,006 shares of NVIDIA worth $3.8M as of Q2 2026.
  • Retirement Planning Group (New York) bought 430 NVIDIA shares in Q2 2026, an estimated $88.4K.
  • NVIDIA made up 2.07% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #17 holding.
  • Retirement Planning Group (New York) first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,970 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.