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WealthPlan Investment Management, LLC → NVDA
WealthPlan Investment Management, LLC NVDA Position History
NVIDIA Corporation
Quarters held
10
Latest value
$310K
Q3 2026
Peak value
$62.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $29M |
| Q3 2025 | $149K |
| Q4 2025 | $38.4M |
| Q4 2025 | $149K |
| Q1 2026 | $47.9M |
| Q1 2026 | $140K |
| Q2 2026 | $52.3M |
| Q2 2026 | $268K |
| Q3 2026 | $62.2M |
| Q3 2026 | $310K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $310K | 1.4K | — | — |
| Q3 2026 | $62.2M | 272.2K | — | — |
| Q2 2026 | $268K | 1.3K | — | — |
| Q2 2026 | $52.3M | 261.1K | — | — |
| Q1 2026 | $140K | 800 | — | — |
| Q1 2026 | $47.9M | 274.9K | — | — |
| Q4 2025 | $149K | 800 | — | — |
| Q4 2025 | $38.4M | 206.0K | — | — |
| Q3 2025 | $149K | 800 | — | — |
| Q3 2025 | $29M | 155.3K | — | — |
Other funds holding NVDA
$378B
$371.5B
$334.2B
$225.3B
$202B
$202B
$184.9B
$182.9B