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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
Q2 		$52.5M Sell
262,484
-13,222
-5% -$2.72M 2.61% 4
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 $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

WealthPlan Investment Management's NVDA Position: Q2 2026 in Review

WealthPlan Investment Management reduced its NVIDIA (NVDA) stake by 4.8% in Q2 2026, selling an estimated $2.72M and leaving 262,484 shares worth $52.5M. The position accounts for 2.61% of the portfolio, ranked #4.

WealthPlan Investment Management first reported a position in NVDA in Q1 2022 and has held it in 17 quarters since. 5,969 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • WealthPlan Investment Management held 262,484 shares of NVIDIA worth $52.5M as of Q2 2026.
  • WealthPlan Investment Management sold 13,222 NVIDIA shares in Q2 2026, an estimated $2.72M.
  • NVIDIA made up 2.61% of WealthPlan Investment Management's portfolio in Q2 2026, its #4 holding.
  • WealthPlan Investment Management first reported a position in NVIDIA in Q1 2022 and has held it in 17 quarters since.
  • 5,969 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.