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Stonebridge Financial Planning Group’s NVIDIA NVDA Stock Holding History

Stonebridge Financial Planning Group’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 		$5.44M Sell
27,170
-901
-3% -$185K 1.73% 12
2026
Q1 		$4.9M Sell
28,071
-235
-0.8% -$43.1K 1.8% 11
2025
Q4 		$5.28M Buy
28,306
+414
+1% +$77.1K 1.91% 9
2025
Q3 		$5.2M Buy
27,892
+235
+0.8% +$41K 1.95% 7
2025
Q2 		$4.37M Sell
27,657
-661
-2% -$83.2K 1.82% 8
2025
Q1 		$3.07M Sell
28,318
-153
-0.5% -$19.4K 1.4% 16
2024
Q4 		$3.82M Buy
28,471
+1,230
+5% +$170K 1.71% 10
2024
Q3 		$3.31M Buy
27,241
+781
+3% +$92.3K 1.58% 11
2024
Q2 		$3.27M Buy
26,460
+2,360
+10% +$239K 1.64% 9
2024
Q1 		$2.18M Buy
24,100
+2,920
+14% +$212K 1.15% 22
2023
Q4 		$1.05M Buy
21,180
+11,390
+116% +$528K 0.6% 47
2023
Q3 		$426K Buy
9,790
+960
+11% +$43K 0.27% 94
2023
Q2 		$374K Sell
8,830
-260
-3% -$8.63K 0.23% 99
2023
Q1 		$252K Buy
+9,090
New +$197K 0.16% 111
2022
Q1 		– Sell
-2,300
Closed -$53K – 277
2021
Q4 		$53K Hold
2,300
– – 0.03% 214
2021
Q3 		$61K Sell
2,300
-3,500
-60% -$72.7K 0.03% 201
2021
Q2 		$119K Hold
5,800
– – 0.06% 144
2021
Q1 		$88K Hold
5,800
– – 0.05% 171
2020
Q4 		$76K Hold
5,800
– – 0.05% 170
2020
Q3 		$80K Buy
5,800
+1,000
+21% +$11.6K 0.06% 146
2020
Q2 		$46K Hold
4,800
– – 0.04% 189
2020
Q1 		$32K Hold
4,800
– – 0.03% 203
2019
Q4 		$28K Buy
+4,800
New +$25K 0.03% 211

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

Stonebridge Financial Planning Group's NVDA Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its NVIDIA (NVDA) stake by 3.2% in Q2 2026, selling an estimated $185K and leaving 27,170 shares worth $5.44M. The position accounts for 1.73% of the portfolio, ranked #12.

Stonebridge Financial Planning Group first reported a position in NVDA in Q4 2019 and has held it in 23 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Stonebridge Financial Planning Group held 27,170 shares of NVIDIA worth $5.44M as of Q2 2026.
  • Stonebridge Financial Planning Group sold 901 NVIDIA shares in Q2 2026, an estimated $185K.
  • NVIDIA made up 1.73% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #12 holding.
  • Stonebridge Financial Planning Group first reported a position in NVIDIA in Q4 2019 and has held it in 23 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.