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Waller Financial Planning Group’s NVIDIA NVDA Stock Holding History

Waller 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 		$1.23M Buy
6,142
+797
+15% +$164K 0.25% 36
2026
Q1 		$932K Sell
5,345
-468
-8% -$85.9K 0.21% 37
2025
Q4 		$1.08M Buy
5,813
+113
+2% +$21K 0.24% 37
2025
Q3 		$1.06M Buy
5,700
+1,057
+23% +$184K 0.24% 37
2025
Q2 		$734K Sell
4,643
-557
-11% -$70.1K 0.18% 44
2025
Q1 		$564K Buy
5,200
+1,176
+29% +$149K 0.16% 49
2024
Q4 		$540K Buy
4,024
+177
+5% +$24.4K 0.14% 48
2024
Q3 		$467K Buy
3,847
+786
+26% +$92.8K 0.12% 48
2024
Q2 		$378K Buy
+3,061
New +$309K 0.1% 50

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Waller Financial Planning Group increased its NVIDIA (NVDA) stake by 15% in Q2 2026, buying an estimated $164K and bringing the position to 6,142 shares worth $1.23M. The position accounts for 0.25% of the portfolio, ranked #36.

Waller Financial Planning Group first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. 3,905 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Waller Financial Planning Group held 6,142 shares of NVIDIA worth $1.23M as of Q2 2026.
  • Waller Financial Planning Group bought 797 NVIDIA shares in Q2 2026, an estimated $164K.
  • NVIDIA made up 0.25% of Waller Financial Planning Group's portfolio in Q2 2026, its #36 holding.
  • Waller Financial Planning Group first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
  • 3,905 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.