NVDA — NVIDIA CORPORATION

Ownership history in Compound Planning, Inc.  ·  14 quarters on record

This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in NVIDIA CORPORATION (NVDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.96% (2025 Q4)
Avg. % of fund
1.1%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 359,109 +47,935 +15.4% 1.96% $67.0M $186.49
2025 Q3 ADDED 311,174 +309,174 +15458.7% 1.88% $58.1M $186.56
2025 Q3 REDUCED 2,000 -263,861 -99.2% 0.01% $373K $186.56
2025 Q2 ADDED 265,861 +18,127 +7.3% 1.59% $42.0M $157.96
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NVDA price (monthly, adj. close)

Other funds also holding NVDA

As of 2025 Q4 — sorted by position size

Donor Advised Charitable Giving, Inc. 3Y 7Y 98.57% Discovery Value Fund 3Y 7Y 97.65% GHE, LLC 3Y 56.3% Summa Corp. 50.8% MINDSET WEALTH MANAGEMENT, LLC 46.22% Ketron Financial 44.81% One River Asset Management, LLC 37.61% Nelson Capital Management, LLC 3Y 7Y 34.93% MISHPACHA HOLDINGS CORP 33.62% HOEY INVESTMENTS, INC 3Y 32.47%
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