Ridgeline Wealth Planning
NVDA icon

Ridgeline Wealth Planning’s NVIDIA NVDA Stock Holding History

Ridgeline Wealth 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
Q3 		$1.29M Buy
5,633
+1,137
+25% +$244K 0.74% 19
2026
Q2 		$900K Sell
4,496
-75
-2% -$15.4K 0.57% 22
2026
Q1 		$797K Buy
4,571
+552
+14% +$101K 0.58% 23
2025
Q4 		$750K Buy
4,019
+427
+12% +$79.5K 0.53% 23
2025
Q3 		$670K Buy
3,592
+357
+11% +$62.2K 0.5% 22
2025
Q2 		$511K Buy
3,235
+495
+18% +$62.3K 0.42% 22
2025
Q1 		$297K Buy
+2,740
New +$347K 0.29% 31

Other funds holding NVDA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Ridgeline Wealth Planning's NVDA Position: Q3 2026 in Review

Ridgeline Wealth Planning increased its NVIDIA (NVDA) stake by 25% in Q3 2026, buying an estimated $244K and bringing the position to 5,633 shares worth $1.29M. The position accounts for 0.74% of the portfolio, ranked #19.

Ridgeline Wealth Planning first reported a position in NVDA in Q1 2025 and has held it in 7 quarters since. 5,269 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Ridgeline Wealth Planning held 5,633 shares of NVIDIA worth $1.29M as of Q3 2026.
  • Ridgeline Wealth Planning bought 1,137 NVIDIA shares in Q3 2026, an estimated $244K.
  • NVIDIA made up 0.74% of Ridgeline Wealth Planning's portfolio in Q3 2026, its #19 holding.
  • Ridgeline Wealth Planning first reported a position in NVIDIA in Q1 2025 and has held it in 7 quarters since.
  • 5,269 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.