WLPWM
NVDA icon

Walled Lake Planning & Wealth Management’s NVIDIA NVDA Stock Holding History

Walled Lake Planning & Wealth Management’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 		$830K Buy
4,146
+1,091
+36% +$224K 0.21% 54
2026
Q1 		$533K Buy
3,055
+134
+5% +$24.6K 0.16% 74
2025
Q4 		$545K Hold
2,921
– – 0.17% 70
2025
Q3 		$545K Sell
2,921
-149
-5% -$26K 0.18% 71
2025
Q2 		$485K Sell
3,070
-45
-1% -$5.66K 0.16% 71
2025
Q1 		$338K Buy
3,115
+51
+2% +$6.46K 0.12% 91
2024
Q4 		$411K Buy
3,064
+152
+5% +$21K 0.15% 81
2024
Q3 		$354K Buy
2,912
+90
+3% +$10.6K 0.13% 89
2024
Q2 		$349K Buy
+2,822
New +$285K 0.14% 84

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

Walled Lake Planning & Wealth Management's NVDA Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its NVIDIA (NVDA) stake by 36% in Q2 2026, buying an estimated $224K and bringing the position to 4,146 shares worth $830K. The position accounts for 0.21% of the portfolio, ranked #54.

Walled Lake Planning & Wealth Management first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 4,146 shares of NVIDIA worth $830K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 1,091 NVIDIA shares in Q2 2026, an estimated $224K.
  • NVIDIA made up 0.21% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Walled Lake Planning & Wealth Management first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.