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SwitchPoint Financial Planning’s NVIDIA NVDA Stock Holding History

SwitchPoint 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 		$1.38M Buy
6,915
+673
+11% +$138K 0.8% 27
2026
Q1 		$1.09M Buy
6,242
+361
+6% +$66.2K 0.74% 29
2025
Q4 		$1.1M Buy
5,881
+998
+20% +$186K 0.77% 30
2025
Q3 		$911K Buy
4,883
+353
+8% +$61.5K 0.66% 31
2025
Q2 		$716K Buy
4,530
+514
+13% +$64.7K 0.59% 31
2025
Q1 		$435K Buy
4,016
+230
+6% +$29.2K 0.41% 32
2024
Q4 		$508K Buy
+3,786
New +$522K 0.49% 30

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

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

SwitchPoint Financial Planning increased its NVIDIA (NVDA) stake by 11% in Q2 2026, buying an estimated $138K and bringing the position to 6,915 shares worth $1.38M. The position accounts for 0.8% of the portfolio, ranked #27.

SwitchPoint Financial Planning first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,968 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • SwitchPoint Financial Planning held 6,915 shares of NVIDIA worth $1.38M as of Q2 2026.
  • SwitchPoint Financial Planning bought 673 NVIDIA shares in Q2 2026, an estimated $138K.
  • NVIDIA made up 0.8% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #27 holding.
  • SwitchPoint Financial Planning first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,968 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.