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Planning Strategies Inc. → NVDA
Planning Strategies Inc. NVDA Position History
NVIDIA Corporation
Quarters held
4
Latest value
$114K
Q3 2026
Peak value
$4M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $3.5M |
| Q2 2026 | $100K |
| Q3 2026 | $4M |
| Q3 2026 | $114K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $114K | 500 | — | — |
| Q3 2026 | $4M | 17.7K | — | — |
| Q2 2026 | $100K | 500 | — | — |
| Q2 2026 | $3.5M | 17.6K | — | — |
Other funds holding NVDA
$378B
$371.5B
$334.2B
$225.3B
$202B
$202B
$184.9B
$182.9B
Other Planning Strategies Inc. positions
VGES
$29.2MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$26.3MVANGUARD RUSSELL 1000 GROWTH ETF
BEN
$17.9MFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
BEN
$16MFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
ETHA
$15.6MISHARES CORE DIVIDEND GROWTH ETF
ETHA
$15.5MISHARES CORE DIVIDEND GROWTH ETF
ETHA
$10.3MISHARES MSCI INTL QUALITY FACTOR ETF
ETHA
$10.1MISHARES MSCI INTL QUALITY FACTOR ETF