XY Planning Network’s NVIDIA NVDA Stock Holding History

XY Planning Network’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	$6.13M	Sell	30,640 -5,331	-15%	-$1.1M	0.77%	30
2026 Q1	$6.32M	Buy	35,971 +236	+0.7%	+$43.3K	1.01%	24
2025 Q4	$6.66M	Buy	35,735 +20,230	+130%	+$3.77M	1.16%	22
2025 Q3	$2.45M	Hold	15,505	–	–	0.83%	34
2025 Q2	$2.45M	Buy	15,505 +3,100	+25%	+$390K	0.83%	34
2025 Q1	$1.34M	Sell	12,405 -98	-0.8%	-$12.4K	0.9%	32
2024 Q4	$1.68M	Buy	+12,503	New	+$1.72M	1.26%	26

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

XY Planning Network's NVDA Position: Q2 2026 in Review

XY Planning Network reduced its NVIDIA (NVDA) stake by 15% in Q2 2026, selling an estimated $1.1M and leaving 30,640 shares worth $6.13M. The position accounts for 0.77% of the portfolio, ranked #30.

XY Planning Network first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.66M in Q4 2025. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

XY Planning Network held 30,640 shares of NVIDIA worth $6.13M as of Q2 2026.
XY Planning Network sold 5,331 NVIDIA shares in Q2 2026, an estimated $1.1M.
NVIDIA made up 0.77% of XY Planning Network's portfolio in Q2 2026, its #30 holding.
XY Planning Network first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
XY Planning Network's NVIDIA position peaked at $6.66M in Q4 2025.
2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.