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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sterling Financial Planning's NVDA Position: Q1 2026 in Review

Sterling Financial Planning held its NVIDIA (NVDA) position steady in Q1 2026 at 1,903 shares worth $332K. The position accounts for 0.1% of the portfolio, ranked #86.

Sterling Financial Planning first reported a position in NVDA in Q4 2020 and has held it in 9 quarters since. The position peaked at $355K in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Sterling Financial Planning held 1,903 shares of NVIDIA worth $332K as of Q1 2026.
  • Sterling Financial Planning left its NVIDIA share count unchanged in Q1 2026.
  • NVIDIA made up 0.1% of Sterling Financial Planning's portfolio in Q1 2026, its #86 holding.
  • Sterling Financial Planning first reported a position in NVIDIA in Q4 2020 and has held it in 9 quarters since.
  • Sterling Financial Planning's NVIDIA position peaked at $355K in Q4 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.