Total Wealth Planning & Management
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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
Q3 		$2.38M Buy
10,400
+34
+0.3% +$7.29K 1.76% 8
2026
Q2 		$2.07M Sell
10,366
-823
-7% -$169K 1.4% 9
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Total Wealth Planning & Management's NVDA Position: Q3 2026 in Review

Total Wealth Planning & Management increased its NVIDIA (NVDA) stake by 0.33% in Q3 2026, buying an estimated $7.29K and bringing the position to 10,400 shares worth $2.38M. The position accounts for 1.76% of the portfolio, ranked #8.

Total Wealth Planning & Management first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 2,736 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Total Wealth Planning & Management held 10,400 shares of NVIDIA worth $2.38M as of Q3 2026.
  • Total Wealth Planning & Management bought 34 NVIDIA shares in Q3 2026, an estimated $7.29K.
  • NVIDIA made up 1.76% of Total Wealth Planning & Management's portfolio in Q3 2026, its #8 holding.
  • Total Wealth Planning & Management first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 2,736 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.