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United Financial Planning Group’s NVIDIA NVDA Stock Holding History

United Financial Planning Group’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 		$1.16M Hold
5,820
– – 0.59% 21
2026
Q1 		$1.02M Buy
5,820
+753
+15% +$138K 0.6% 23
2025
Q4 		$945K Buy
5,067
+1,271
+33% +$237K 0.57% 23
2025
Q3 		$708K Buy
+3,796
New +$662K 0.45% 22

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

United Financial Planning Group's NVDA Position: Q2 2026 in Review

United Financial Planning Group held its NVIDIA (NVDA) position steady in Q2 2026 at 5,820 shares worth $1.16M. The position accounts for 0.59% of the portfolio, ranked #21.

United Financial Planning Group first reported a position in NVDA in Q3 2025 and has held it in 4 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • United Financial Planning Group held 5,820 shares of NVIDIA worth $1.16M as of Q2 2026.
  • United Financial Planning Group left its NVIDIA share count unchanged in Q2 2026.
  • NVIDIA made up 0.59% of United Financial Planning Group's portfolio in Q2 2026, its #21 holding.
  • United Financial Planning Group first reported a position in NVIDIA in Q3 2025 and has held it in 4 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.