Zynergy Retirement Planning’s NVIDIA NVDA Stock Holding History

Zynergy Retirement 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	$1.93M	Buy	9,648 +2,394	+33%	+$492K	1.05%	10
2026 Q1	$1.27M	Buy	7,254 +5,805	+401%	+$1.06M	0.77%	10
2025 Q4	$270K	Buy	1,449 +73	+5%	+$13.6K	0.17%	23
2025 Q3	$257K	Buy	1,376 +1	+0.1%	+$174	0.16%	25
2025 Q2	$217K	Buy	1,375 +104	+8%	+$13.1K	0.15%	25
2025 Q1	$171K	Hold	1,271	–	–	0.12%	28
2024 Q4	$154K	Hold	1,271	–	–	0.11%	29
2024 Q3	$154K	Hold	1,271	–	–	0.11%	29
2024 Q2	$157K	Buy	+1,271	New	+$129K	0.12%	29

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

Zynergy Retirement Planning's NVDA Position: Q2 2026 in Review

Zynergy Retirement Planning increased its NVIDIA (NVDA) stake by 33% in Q2 2026, buying an estimated $492K and bringing the position to 9,648 shares worth $1.93M. The position accounts for 1.05% of the portfolio, ranked #10.

Zynergy Retirement Planning first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Zynergy Retirement Planning held 9,648 shares of NVIDIA worth $1.93M as of Q2 2026.
Zynergy Retirement Planning bought 2,394 NVIDIA shares in Q2 2026, an estimated $492K.
NVIDIA made up 1.05% of Zynergy Retirement Planning's portfolio in Q2 2026, its #10 holding.
Zynergy Retirement Planning first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.