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Valtinson Bruner Financial Planning’s NVIDIA NVDA Stock Holding History

Valtinson Bruner 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
Q2 		$1.43M Buy
7,172
+202
+3% +$41.5K 0.36% 49
2026
Q1 		$1.22M Buy
6,970
+268
+4% +$49.2K 0.33% 52
2025
Q4 		$1.25M Buy
6,702
+106
+2% +$19.7K 0.36% 50
2025
Q3 		$1.23M Buy
6,596
+374
+6% +$65.2K 0.36% 52
2025
Q2 		$983K Buy
6,222
+2,678
+76% +$337K 0.31% 52
2025
Q1 		$384K Sell
3,544
-470
-12% -$59.6K 0.13% 87
2024
Q4 		$539K Sell
4,014
-1,138
-22% -$157K 0.19% 79
2024
Q3 		$626K Buy
5,152
+579
+13% +$68.4K 0.22% 74
2024
Q2 		$565K Sell
4,573
-47
-1% -$4.75K 0.22% 77
2024
Q1 		$417K Sell
4,620
-1,760
-28% -$128K 0.18% 84
2023
Q4 		$316K Buy
+6,380
New +$296K 0.16% 94

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

Valtinson Bruner Financial Planning's NVDA Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its NVIDIA (NVDA) stake by 2.9% in Q2 2026, buying an estimated $41.5K and bringing the position to 7,172 shares worth $1.43M. The position accounts for 0.36% of the portfolio, ranked #49.

Valtinson Bruner Financial Planning first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 5,934 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Valtinson Bruner Financial Planning held 7,172 shares of NVIDIA worth $1.43M as of Q2 2026.
  • Valtinson Bruner Financial Planning bought 202 NVIDIA shares in Q2 2026, an estimated $41.5K.
  • NVIDIA made up 0.36% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #49 holding.
  • Valtinson Bruner Financial Planning first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 5,934 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.