NVDA — NVIDIA CORPORATION

Ownership history in Meredith Wealth Planning  ·  11 quarters on record

This page tracks every 13F SEC filing in which Meredith Wealth Planning 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
1.19% (2025 Q3)
Avg. % of fund
0.43%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 20,239 +153 +0.8% 1.12% $3.8M $186.49
2025 Q3 ADDED 20,086 +15,130 +305.3% 1.19% $3.7M $186.56
2025 Q2 ADDED 4,956 +125 +2.6% 0.28% $783K $157.96
2025 Q1 REDUCED 4,831 -1,077 -18.2% 0.23% $524K $108.35
7 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%
← Back to Meredith Wealth Planning Holdings