Lake Street Private Wealth’s NVIDIA NVDA Stock Holding History

Lake Street Private Wealth’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	$43M	Sell	215,118 -3,075	-1%	-$632K	4.92%	3
2026 Q1	$38.1M	Sell	218,193 -31,009	-12%	-$5.69M	4.84%	3
2025 Q4	$46.5M	Buy	249,202 +5,027	+2%	+$936K	5.69%	2
2025 Q3	$45.6M	Sell	244,175 -993	-0.4%	-$173K	5.87%	1
2025 Q2	$38.7M	Buy	245,168 +65	+0%	+$8.18K	5.51%	2
2025 Q1	$26.6M	Sell	245,103 -12,525	-5%	-$1.59M	4.33%	4
2024 Q4	$34.6M	Sell	257,628 -19,042	-7%	-$2.62M	5.53%	3
2024 Q3	$33.6M	Sell	276,670 -87,623	-24%	-$10.4M	5.39%	3
2024 Q2	$45M	Buy	364,293 +553	+0.2%	+$55.9K	5.83%	2
2024 Q1	$32.9M	Sell	363,740 -13,500	-4%	-$978K	4.54%	2
2023 Q4	$18.7M	Buy	377,240 +20,460	+6%	+$948K	2.94%	4
2023 Q3	$15.4M	Buy	356,780 +1,000	+0.3%	+$44.8K	2.76%	4
2023 Q2	$15.1M	Sell	355,780 -46,720	-12%	-$1.55M	2.64%	4
2023 Q1	$11.2M	Sell	402,500 -6,840	-2%	-$148K	2.09%	6
2022 Q4	$5.98M	Sell	409,340 -13,580	-3%	-$199K	1.24%	13
2022 Q3	$5.13M	Sell	422,920 -24,360	-5%	-$385K	1.18%	16
2022 Q2	$6.78M	Buy	447,280 +24,510	+6%	+$463K	1.43%	12
2022 Q1	$11.5M	Buy	422,770 +3,310	+0.8%	+$83K	2.07%	7
2021 Q4	$12.3M	Buy	419,460 +16,550	+4%	+$455K	2.16%	5
2021 Q3	$8.35M	Buy	402,910 +34,350	+9%	+$713K	2.03%	8
2021 Q2	$7.45M	Sell	368,560 -3,680	-1%	-$59K	1.9%	9
2021 Q1	$4.97M	Buy	372,240 +6,200	+2%	+$83.3K	1.37%	15
2020 Q4	$4.78M	Buy	366,040 +3,840	+1%	+$51.4K	1.38%	14
2020 Q3	$4.9M	Sell	362,200 -54,960	-13%	-$640K	1.65%	12
2020 Q2	$3.96M	Sell	417,160 -5,840	-1%	-$47.3K	1.47%	17
2020 Q1	$2.79M	Buy	423,000 +7,960	+2%	+$50.2K	1.27%	20
2019 Q4	$2.44M	Buy	415,040 +1,280	+0.3%	+$6.66K	0.94%	33
2019 Q3	$1.8M	Sell	413,760 -21,000	-5%	-$88.3K	0.82%	44
2019 Q2	$1.78M	Buy	434,760 +82,680	+23%	+$343K	1.05%	32
2019 Q1	$1.58M	Buy	+352,080	New	+$1.37M	1.09%	33

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lake Street Private Wealth's NVDA Position: Q2 2026 in Review

Lake Street Private Wealth reduced its NVIDIA (NVDA) stake by 1.4% in Q2 2026, selling an estimated $632K and leaving 215,118 shares worth $43M. The position accounts for 4.92% of the portfolio, ranked #3.

Lake Street Private Wealth first reported a position in NVDA in Q1 2019 and has held it in 30 quarters since. The position peaked at $46.5M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Lake Street Private Wealth held 215,118 shares of NVIDIA worth $43M as of Q2 2026.
Lake Street Private Wealth sold 3,075 NVIDIA shares in Q2 2026, an estimated $632K.
NVIDIA made up 4.92% of Lake Street Private Wealth's portfolio in Q2 2026, its #3 holding.
Lake Street Private Wealth first reported a position in NVIDIA in Q1 2019 and has held it in 30 quarters since.
Lake Street Private Wealth's NVIDIA position peaked at $46.5M in Q4 2025.
5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.