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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
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

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

Total Wealth Planning & Management's NVDA Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its NVIDIA (NVDA) stake by 7.4% in Q2 2026, selling an estimated $169K and leaving 10,366 shares worth $2.07M. The position accounts for 1.4% of the portfolio, ranked #9.

Total Wealth Planning & Management first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.13M in Q2 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Total Wealth Planning & Management held 10,366 shares of NVIDIA worth $2.07M as of Q2 2026.
  • Total Wealth Planning & Management sold 823 NVIDIA shares in Q2 2026, an estimated $169K.
  • NVIDIA made up 1.4% of Total Wealth Planning & Management's portfolio in Q2 2026, its #9 holding.
  • Total Wealth Planning & Management first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's NVIDIA position peaked at $2.13M in Q2 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.