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Strategic Planning Group’s NVIDIA NVDA Stock Holding History

Strategic 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 		$36.9M Buy
184,436
+37,391
+25% +$7.69M 4.02% 4
2026
Q1 		$25.6M Sell
147,045
-44,349
-23% -$8.14M 3.58% 6
2025
Q4 		$35.7M Buy
191,394
+7,195
+4% +$1.34M 4.59% 4
2025
Q3 		$34.4M Sell
184,199
-11,826
-6% -$2.06M 4.65% 3
2025
Q2 		$31M Buy
196,025
+29,693
+18% +$3.74M 5.03% 1
2025
Q1 		$18M Sell
166,332
-38,363
-19% -$4.86M 3.53% 4
2024
Q4 		$27.5M Sell
204,695
-4,478
-2% -$617K 5.05% 2
2024
Q3 		$25.4M Buy
209,173
+999
+0.5% +$118K 5.01% 2
2024
Q2 		$25.7M Buy
208,174
+3,294
+2% +$333K 5.62% 2
2024
Q1 		$18.5M Buy
204,880
+39,360
+24% +$2.85M 4.63% 2
2023
Q4 		$8.2M Buy
+165,520
New +$7.67M 2.72% 11

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Strategic Planning Group's NVDA Position: Q2 2026 in Review

Strategic Planning Group increased its NVIDIA (NVDA) stake by 25% in Q2 2026, buying an estimated $7.69M and bringing the position to 184,436 shares worth $36.9M. The position accounts for 4.02% of the portfolio, ranked #4.

Strategic Planning Group first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 1,228 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Strategic Planning Group held 184,436 shares of NVIDIA worth $36.9M as of Q2 2026.
  • Strategic Planning Group bought 37,391 NVIDIA shares in Q2 2026, an estimated $7.69M.
  • NVIDIA made up 4.02% of Strategic Planning Group's portfolio in Q2 2026, its #4 holding.
  • Strategic Planning Group first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 1,228 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.