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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Retirement Planning Group (New York) increased its NVIDIA (NVDA) stake by 14% in Q1 2026, buying an estimated $417K and bringing the position to 18,576 shares worth $3.24M. The position accounts for 2.09% of the portfolio, ranked #17.

Retirement Planning Group (New York) first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Retirement Planning Group (New York) held 18,576 shares of NVIDIA worth $3.24M as of Q1 2026.
  • Retirement Planning Group (New York) bought 2,271 NVIDIA shares in Q1 2026, an estimated $417K.
  • NVIDIA made up 2.09% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #17 holding.
  • Retirement Planning Group (New York) first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.