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Sequent Planning’s NVIDIA NVDA Stock Holding History

Sequent 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
Q2 		$4.08M Sell
20,409
-4,404
-18% -$905K 0.87% 28
2026
Q1 		$4.33M Buy
24,813
+490
+2% +$89.9K 1.05% 22
2025
Q4 		$4.54M Sell
24,323
-12,485
-34% -$2.32M 1.15% 21
2025
Q3 		$6.87M Buy
36,808
+298
+0.8% +$51.9K 1.95% 10
2025
Q2 		$5.77M Sell
36,510
-212
-0.6% -$26.7K 1.83% 11
2025
Q1 		$3.98M Sell
36,722
-2,003
-5% -$254K 1.43% 18
2024
Q4 		$5.2M Sell
38,725
-1,686
-4% -$232K 1.91% 11
2024
Q3 		$4.91M Buy
40,411
+3,286
+9% +$388K 1.69% 15
2024
Q2 		$4.61M Buy
37,125
+21,315
+135% +$2.16M 1.58% 14
2024
Q1 		$1.43M Buy
+15,810
New +$1.15M 0.52% 33

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

Sequent Planning's NVDA Position: Q2 2026 in Review

Sequent Planning reduced its NVIDIA (NVDA) stake by 18% in Q2 2026, selling an estimated $905K and leaving 20,409 shares worth $4.08M. The position accounts for 0.87% of the portfolio, ranked #28.

Sequent Planning first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.87M in Q3 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Sequent Planning held 20,409 shares of NVIDIA worth $4.08M as of Q2 2026.
  • Sequent Planning sold 4,404 NVIDIA shares in Q2 2026, an estimated $905K.
  • NVIDIA made up 0.87% of Sequent Planning's portfolio in Q2 2026, its #28 holding.
  • Sequent Planning first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • Sequent Planning's NVIDIA position peaked at $6.87M in Q3 2025.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.