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Sterling Financial Planning’s NVIDIA NVDA Stock Holding History

Sterling Financial 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 		$432K Buy
2,157
+254
+13% +$52.2K 0.12% 78
2026
Q1 		$332K Hold
1,903
– – 0.1% 86
2025
Q4 		$355K Buy
1,903
+64
+3% +$11.9K 0.11% 83
2025
Q3 		$343K Sell
1,839
-91
-5% -$15.9K 0.11% 84
2025
Q2 		$305K Buy
1,930
+78
+4% +$9.82K 0.1% 86
2025
Q1 		$201K Buy
1,852
+309
+20% +$39.2K 0.07% 108
2024
Q4 		$207K Buy
+1,543
New +$213K 0.08% 107
2021
Q3 		– Sell
-1,320
Closed -$26K – 429
2021
Q2 		$26K Hold
1,320
– – 0.02% 233
2021
Q1 		$18K Hold
1,320
– – 0.01% 234
2020
Q4 		$17K Buy
+1,320
New +$17.7K 0.01% 228

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

Sterling Financial Planning's NVDA Position: Q2 2026 in Review

Sterling Financial Planning increased its NVIDIA (NVDA) stake by 13% in Q2 2026, buying an estimated $52.2K and bringing the position to 2,157 shares worth $432K. The position accounts for 0.12% of the portfolio, ranked #78.

Sterling Financial Planning first reported a position in NVDA in Q4 2020 and has held it in 10 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Sterling Financial Planning held 2,157 shares of NVIDIA worth $432K as of Q2 2026.
  • Sterling Financial Planning bought 254 NVIDIA shares in Q2 2026, an estimated $52.2K.
  • NVIDIA made up 0.12% of Sterling Financial Planning's portfolio in Q2 2026, its #78 holding.
  • Sterling Financial Planning first reported a position in NVIDIA in Q4 2020 and has held it in 10 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.