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 Q2	$1.11M	Buy	5,535 +1,380	+33%	+$284K	0.16%	62
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vertex Planning Partners's NVDA Position: Q2 2026 in Review

Vertex Planning Partners increased its NVIDIA (NVDA) stake by 33% in Q2 2026, buying an estimated $284K and bringing the position to 5,535 shares worth $1.11M. The position accounts for 0.16% of the portfolio, ranked #62.

Vertex Planning Partners first reported a position in NVDA in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.86M in Q3 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Vertex Planning Partners held 5,535 shares of NVIDIA worth $1.11M as of Q2 2026.
Vertex Planning Partners bought 1,380 NVIDIA shares in Q2 2026, an estimated $284K.
NVIDIA made up 0.16% of Vertex Planning Partners's portfolio in Q2 2026, its #62 holding.
Vertex Planning Partners first reported a position in NVIDIA in Q4 2022 and has held it in 12 quarters since.
Vertex Planning Partners's NVIDIA position peaked at $1.86M in Q3 2025.
5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.