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Alan B. Lancz & Associates’s NVIDIA NVDA Stock Holding History

Alan B. Lancz & Associates’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 		$2.48M Sell
12,376
-350
-3% -$72K 2.15% 7
2026
Q1 		$2.22M Sell
12,726
-900
-7% -$165K 2.15% 8
2025
Q4 		$2.54M Buy
13,626
+300
+2% +$55.8K 2.23% 8
2025
Q3 		$2.49M Sell
13,326
-6,450
-33% -$1.12M 2.25% 9
2025
Q2 		$3.12M Sell
19,776
-240
-1% -$30.2K 3.13% 6
2025
Q1 		$2.17M Sell
20,016
-635
-3% -$80.5K 2.31% 10
2024
Q4 		$2.77M Buy
20,651
+4,400
+27% +$606K 2.82% 6
2024
Q3 		$1.97M Buy
16,251
+2,001
+14% +$236K 1.81% 11
2024
Q2 		$1.76M Buy
+14,250
New +$1.44M 1.74% 11
2023
Q4 		$990K Sell
20,000
-1,500
-7% -$69.5K 1.04% 20
2023
Q3 		$935K Sell
21,500
-2,040
-9% -$91.4K 1.06% 20
2023
Q2 		$996K Sell
23,540
-5,500
-19% -$183K 1.07% 20
2023
Q1 		$807K Buy
29,040
+40
+0.1% +$866 0.84% 26
2022
Q4 		$490K Hold
29,000
– – 0.49% 58
2022
Q3 		$352K Hold
29,000
– – 0.42% 71
2022
Q2 		$527K Hold
29,000
– – 0.52% 46
2022
Q1 		$791K Buy
29,000
+2,000
+7% +$50.2K 0.7% 32
2021
Q4 		$794K Buy
+27,000
New +$743K 0.69% 35

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alan B. Lancz & Associates's NVDA Position: Q2 2026 in Review

Alan B. Lancz & Associates reduced its NVIDIA (NVDA) stake by 2.8% in Q2 2026, selling an estimated $72K and leaving 12,376 shares worth $2.48M. The position accounts for 2.15% of the portfolio, ranked #7.

Alan B. Lancz & Associates first reported a position in NVDA in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.12M in Q2 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Alan B. Lancz & Associates held 12,376 shares of NVIDIA worth $2.48M as of Q2 2026.
  • Alan B. Lancz & Associates sold 350 NVIDIA shares in Q2 2026, an estimated $72K.
  • NVIDIA made up 2.15% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #7 holding.
  • Alan B. Lancz & Associates first reported a position in NVIDIA in Q4 2021 and has held it in 18 quarters since.
  • Alan B. Lancz & Associates's NVIDIA position peaked at $3.12M in Q2 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.