Vertex Planning Partners’s NVIDIA NVDA Stock Holding History

Vertex Planning Partners’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	$725K	Buy	4,155 +199	+5%	+$36.5K	0.14%	66
2025 Q4	$738K	Sell	3,956 -6,000	-60%	-$1.12M	0.17%	59
2025 Q3	$1.86M	Buy	9,956 +1,765	+22%	+$308K	0.36%	51
2025 Q2	$1.29M	Buy	8,191 +741	+10%	+$93.3K	0.27%	57
2025 Q1	$807K	Sell	7,450 -282	-4%	-$35.7K	0.18%	71
2024 Q4	$1.04M	Buy	7,732 +851	+12%	+$117K	0.23%	61
2024 Q3	$836K	Sell	6,881 -265	-4%	-$31.3K	0.2%	57
2024 Q2	$883K	Buy	7,146 +656	+10%	+$66.3K	0.23%	53
2024 Q1	$586K	Sell	6,490 -610	-9%	-$44.2K	0.16%	75
2023 Q4	$352K	Buy	+7,100	New	+$329K	0.1%	109
2023 Q1	–	Sell	-19,160	Closed	-$280K	–	143
2022 Q4	$280K	Buy	+19,160	New	+$281K	0.11%	111

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vertex Planning Partners's NVDA Position: Q1 2026 in Review

Vertex Planning Partners increased its NVIDIA (NVDA) stake by 5% in Q1 2026, buying an estimated $36.5K and bringing the position to 4,155 shares worth $725K. The position accounts for 0.14% of the portfolio, ranked #66.

Vertex Planning Partners first reported a position in NVDA in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.86M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Vertex Planning Partners held 4,155 shares of NVIDIA worth $725K as of Q1 2026.
Vertex Planning Partners bought 199 NVIDIA shares in Q1 2026, an estimated $36.5K.
NVIDIA made up 0.14% of Vertex Planning Partners's portfolio in Q1 2026, its #66 holding.
Vertex Planning Partners first reported a position in NVIDIA in Q4 2022 and has held it in 11 quarters since.
Vertex Planning Partners's NVIDIA position peaked at $1.86M in Q3 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.