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Total Wealth Planning’s NVIDIA NVDA Stock Holding History

Total Wealth 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
2025
Q4 		– Sell
-3,147
Closed -$587K – 84
2025
Q3 		$587K Buy
3,147
+922
+41% +$161K 0.07% 71
2025
Q2 		$352K Sell
2,225
-163
-7% -$20.5K 0.04% 87
2025
Q1 		$259K Buy
2,388
+171
+8% +$21.7K 0.04% 86
2024
Q4 		$298K Sell
2,217
-58
-3% -$7.99K 0.05% 81
2024
Q3 		$276K Buy
2,275
+78
+4% +$9.21K 0.04% 83
2024
Q2 		$278K Buy
+2,197
New +$222K 0.05% 83

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Total Wealth Planning's NVDA Position: Q4 2025 in Review

Total Wealth Planning sold out of NVIDIA (NVDA) in Q4 2025, closing a stake of 3,147 shares — an estimated $587K sold.

Total Wealth Planning first reported a position in NVDA in Q2 2024 and held it in 6 quarters. The position peaked at $587K in Q3 2025. 5,836 funds tracked by Wall St. Rank hold NVDA as of Q4 2025.

  • Total Wealth Planning reported no remaining NVIDIA position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 3,147 NVIDIA shares in Q4 2025, an estimated $587K.
  • Total Wealth Planning first reported a position in NVIDIA in Q2 2024 and held it in 6 quarters.
  • Total Wealth Planning's NVIDIA position peaked at $587K in Q3 2025.
  • 5,836 funds tracked by Wall St. Rank held NVIDIA as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.