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Xena Financial Planning’s NVIDIA NVDA Stock Holding History

Xena Financial Planning’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 		$286K Hold
1,428
– – 0.27% 31
2026
Q1 		$249K Sell
1,428
-107
-7% -$19.6K 0.28% 31
2025
Q4 		$286K Buy
+1,535
New +$286K 0.34% 29

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

Xena Financial Planning's NVDA Position: Q2 2026 in Review

Xena Financial Planning held its NVIDIA (NVDA) position steady in Q2 2026 at 1,428 shares worth $286K. The position accounts for 0.27% of the portfolio, ranked #31.

Xena Financial Planning first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. The position peaked at $286K in Q4 2025. 5,922 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Xena Financial Planning held 1,428 shares of NVIDIA worth $286K as of Q2 2026.
  • Xena Financial Planning left its NVIDIA share count unchanged in Q2 2026.
  • NVIDIA made up 0.27% of Xena Financial Planning's portfolio in Q2 2026, its #31 holding.
  • Xena Financial Planning first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • Xena Financial Planning's NVIDIA position peaked at $286K in Q4 2025.
  • 5,922 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Xena Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.