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Treasure Coast Financial Planning’s NVIDIA NVDA Stock Holding History

Treasure Coast 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
Q1 		– Sell
-1,265
Closed -$236K – 50
2025
Q4 		$236K Hold
1,265
– – 0.13% 39
2025
Q3 		$236K Buy
+1,265
New +$221K 0.13% 39

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

Treasure Coast Financial Planning's NVDA Position: Q1 2026 in Review

Treasure Coast Financial Planning sold out of NVIDIA (NVDA) in Q1 2026, closing a stake of 1,265 shares — an estimated $236K sold.

Treasure Coast Financial Planning first reported a position in NVDA in Q3 2025 and held it in 2 quarters. The position peaked at $236K in Q3 2025. 5,831 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Treasure Coast Financial Planning reported no remaining NVIDIA position as of Q1 2026 after selling out during the quarter.
  • Treasure Coast Financial Planning sold 1,265 NVIDIA shares in Q1 2026, an estimated $236K.
  • Treasure Coast Financial Planning first reported a position in NVIDIA in Q3 2025 and held it in 2 quarters.
  • Treasure Coast Financial Planning's NVIDIA position peaked at $236K in Q3 2025.
  • 5,831 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.