Spectrum Planning & Advisory Services’s NVIDIA NVDA Stock Holding History

Spectrum Planning & Advisory Services’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	$1.17M	Sell	5,824 -202	-3%	-$41.5K	0.52%	40
2026 Q1	$1.05M	Sell	6,026 -1,877	-24%	-$344K	0.52%	40
2025 Q4	$1.47M	Buy	7,903 +4	+0.1%	+$745	0.76%	31
2025 Q3	$1.47M	Buy	7,899 +3,552	+82%	+$619K	0.83%	32
2025 Q2	$687K	Buy	4,347 +2,302	+113%	+$290K	0.44%	43
2025 Q1	$222K	Hold	2,045	–	–	0.18%	61
2024 Q4	$275K	Buy	2,045 +1	+0%	+$138	0.24%	52
2024 Q3	$248K	Sell	2,044 -406	-17%	-$48K	0.24%	51
2024 Q2	$304K	Buy	+2,450	New	+$248K	0.29%	40

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Spectrum Planning & Advisory Services's NVDA Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its NVIDIA (NVDA) stake by 3.4% in Q2 2026, selling an estimated $41.5K and leaving 5,824 shares worth $1.17M. The position accounts for 0.52% of the portfolio, ranked #40.

Spectrum Planning & Advisory Services first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.47M in Q4 2025. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Spectrum Planning & Advisory Services held 5,824 shares of NVIDIA worth $1.17M as of Q2 2026.
Spectrum Planning & Advisory Services sold 202 NVIDIA shares in Q2 2026, an estimated $41.5K.
NVIDIA made up 0.52% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #40 holding.
Spectrum Planning & Advisory Services first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
Spectrum Planning & Advisory Services's NVIDIA position peaked at $1.47M in Q4 2025.
5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.