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Spartan Planning & Wealth Management’s NVIDIA NVDA Stock Holding History

Spartan Planning & Wealth Management’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 		$9.71M Buy
48,552
+19,532
+67% +$4.02M 6.47% 2
2026
Q1 		$5.06M Sell
29,020
-24,728
-46% -$4.54M 3.74% 12
2025
Q4 		$10M Buy
53,748
+5,733
+12% +$1.07M 7.4% 3
2025
Q3 		$8.96M Buy
48,015
+20
+0% +$3.49K 7% 2
2025
Q2 		$7.58M Buy
47,995
+21,376
+80% +$2.69M 6.5% 3
2025
Q1 		$2.88M Sell
26,619
-24,139
-48% -$3.06M 2.8% 14
2024
Q4 		$6.82M Buy
+50,758
New +$7M 6.23% 3
2023
Q4 		$2.06M Buy
41,520
+14,830
+56% +$687K 2.19% 13
2023
Q3 		$1.16M Buy
+26,690
New +$1.2M 1.36% 15
2022
Q4 		$1.75K Buy
+120
New +$1.76K ﹤0.01% 128
2022
Q2 		– Sell
-29,290
Closed -$799K – 139
2022
Q1 		$799K Buy
+29,290
New +$735K 1% 20

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

Spartan Planning & Wealth Management's NVDA Position: Q2 2026 in Review

Spartan Planning & Wealth Management increased its NVIDIA (NVDA) stake by 67% in Q2 2026, buying an estimated $4.02M and bringing the position to 48,552 shares worth $9.71M. The position accounts for 6.47% of the portfolio, ranked #2.

Spartan Planning & Wealth Management first reported a position in NVDA in Q1 2022 and has held it in 11 quarters since. The position peaked at $10M in Q4 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Spartan Planning & Wealth Management held 48,552 shares of NVIDIA worth $9.71M as of Q2 2026.
  • Spartan Planning & Wealth Management bought 19,532 NVIDIA shares in Q2 2026, an estimated $4.02M.
  • NVIDIA made up 6.47% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Spartan Planning & Wealth Management first reported a position in NVIDIA in Q1 2022 and has held it in 11 quarters since.
  • Spartan Planning & Wealth Management's NVIDIA position peaked at $10M in Q4 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.