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Strategic Planning Inc’s NVIDIA NVDA Stock Holding History

Strategic Planning Inc’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 		$14.9M Buy
85,461
+3,903
+5% +$716K 7.48% 4
2025
Q4 		$15.2M Sell
81,558
-4,938
-6% -$919K 8.2% 3
2025
Q3 		$16.1M Buy
86,496
+420
+0.5% +$73.2K 9.34% 2
2025
Q2 		$13.6M Sell
86,076
-627
-0.7% -$78.9K 8.14% 3
2025
Q1 		$9.4M Buy
+86,703
New +$11M 5.3% 4

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

Strategic Planning Inc's NVDA Position: Q1 2026 in Review

Strategic Planning Inc increased its NVIDIA (NVDA) stake by 4.8% in Q1 2026, buying an estimated $716K and bringing the position to 85,461 shares worth $14.9M. The position accounts for 7.48% of the portfolio, ranked #4.

Strategic Planning Inc first reported a position in NVDA in Q1 2025 and has held it in 5 quarters since. The position peaked at $16.1M in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Strategic Planning Inc held 85,461 shares of NVIDIA worth $14.9M as of Q1 2026.
  • Strategic Planning Inc bought 3,903 NVIDIA shares in Q1 2026, an estimated $716K.
  • NVIDIA made up 7.48% of Strategic Planning Inc's portfolio in Q1 2026, its #4 holding.
  • Strategic Planning Inc first reported a position in NVIDIA in Q1 2025 and has held it in 5 quarters since.
  • Strategic Planning Inc's NVIDIA position peaked at $16.1M in Q3 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.