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Total Wealth Planning & Management’s NVIDIA NVDA Stock Holding History

Total Wealth Planning & Management’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 		$1.95M Buy
11,189
+506
+5% +$92.8K 1.44% 10
2025
Q4 		$1.99M Buy
+10,683
New +$1.99M 1.48% 12
2025
Q2 		$2.13M Sell
13,466
-52
-0.4% -$6.54K 1.72% 6
2025
Q1 		$1.47M Sell
13,518
-1,935
-13% -$245K 1.39% 12
2024
Q4 		$2.08M Buy
+15,453
New +$2.13M 1.88% 7

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

Total Wealth Planning & Management's NVDA Position: Q1 2026 in Review

Total Wealth Planning & Management increased its NVIDIA (NVDA) stake by 4.7% in Q1 2026, buying an estimated $92.8K and bringing the position to 11,189 shares worth $1.95M. The position accounts for 1.44% of the portfolio, ranked #10.

Total Wealth Planning & Management first reported a position in NVDA in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.13M in Q2 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Total Wealth Planning & Management held 11,189 shares of NVIDIA worth $1.95M as of Q1 2026.
  • Total Wealth Planning & Management bought 506 NVIDIA shares in Q1 2026, an estimated $92.8K.
  • NVIDIA made up 1.44% of Total Wealth Planning & Management's portfolio in Q1 2026, its #10 holding.
  • Total Wealth Planning & Management first reported a position in NVIDIA in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's NVIDIA position peaked at $2.13M in Q2 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.