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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Spartan Planning & Wealth Management's NVDA Position: Q1 2026 in Review

Spartan Planning & Wealth Management reduced its NVIDIA (NVDA) stake by 46% in Q1 2026, selling an estimated $4.54M and leaving 29,020 shares worth $5.06M. The position accounts for 3.74% of the portfolio, ranked #12.

Spartan Planning & Wealth Management first reported a position in NVDA in Q1 2022 and has held it in 10 quarters since. The position peaked at $10M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Spartan Planning & Wealth Management held 29,020 shares of NVIDIA worth $5.06M as of Q1 2026.
Spartan Planning & Wealth Management sold 24,728 NVIDIA shares in Q1 2026, an estimated $4.54M.
NVIDIA made up 3.74% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #12 holding.
Spartan Planning & Wealth Management first reported a position in NVIDIA in Q1 2022 and has held it in 10 quarters since.
Spartan Planning & Wealth Management's NVIDIA position peaked at $10M in Q4 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.