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WealthPlan Investment Management’s NVIDIA NVDA Stock Holding History

WealthPlan Investment 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
Q1 		$48.1M Buy
275,706
+68,945
+33% +$12.6M 2.68% 5
2025
Q4 		$38.6M Buy
206,761
+50,671
+32% +$9.43M 2.46% 5
2025
Q3 		$29.1M Sell
156,090
-23,034
-13% -$4.02M 1.93% 4
2025
Q2 		$28.3M Buy
179,124
+69,033
+63% +$8.69M 2.06% 4
2025
Q1 		$11.9M Buy
110,091
+28,049
+34% +$3.56M 1.17% 21
2024
Q4 		$11M Sell
82,042
-9,521
-10% -$1.31M 1.09% 25
2024
Q3 		$11.1M Buy
91,563
+45,231
+98% +$5.34M 1.13% 24
2024
Q2 		$5.72M Buy
46,332
+17,192
+59% +$1.74M 0.87% 49
2024
Q1 		$2.63M Sell
29,140
-3,120
-10% -$226K 0.4% 67
2023
Q4 		$1.6M Buy
32,260
+2,660
+9% +$123K 0.26% 82
2023
Q3 		$1.29M Buy
29,600
+3,000
+11% +$134K 0.23% 78
2023
Q2 		$1.13M Sell
26,600
-2,400
-8% -$79.7K 0.34% 71
2023
Q1 		$806K Sell
29,000
-52,690
-64% -$1.14M 0.14% 97
2022
Q4 		$1.78M Sell
81,690
-2,070
-2% -$30.4K 0.12% 133
2022
Q3 		$1.35M Buy
+83,760
New +$1.32M 0.1% 142
2022
Q1 		$1.63M Buy
+87,730
New +$2.2M 0.11% 128

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthPlan Investment Management's NVDA Position: Q1 2026 in Review

WealthPlan Investment Management increased its NVIDIA (NVDA) stake by 33% in Q1 2026, buying an estimated $12.6M and bringing the position to 275,706 shares worth $48.1M. The position accounts for 2.68% of the portfolio, ranked #5.

WealthPlan Investment Management first reported a position in NVDA in Q1 2022 and has held it in 16 quarters since. 5,829 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • WealthPlan Investment Management held 275,706 shares of NVIDIA worth $48.1M as of Q1 2026.
  • WealthPlan Investment Management bought 68,945 NVIDIA shares in Q1 2026, an estimated $12.6M.
  • NVIDIA made up 2.68% of WealthPlan Investment Management's portfolio in Q1 2026, its #5 holding.
  • WealthPlan Investment Management first reported a position in NVIDIA in Q1 2022 and has held it in 16 quarters since.
  • 5,829 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.