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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lake Street Private Wealth's NVDA Position: Q1 2026 in Review

Lake Street Private Wealth reduced its NVIDIA (NVDA) stake by 12% in Q1 2026, selling an estimated $5.69M and leaving 218,193 shares worth $38.1M. The position accounts for 4.84% of the portfolio, ranked #3.

Lake Street Private Wealth first reported a position in NVDA in Q1 2019 and has held it in 29 quarters since. The position peaked at $46.5M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Lake Street Private Wealth held 218,193 shares of NVIDIA worth $38.1M as of Q1 2026.
  • Lake Street Private Wealth sold 31,009 NVIDIA shares in Q1 2026, an estimated $5.69M.
  • NVIDIA made up 4.84% of Lake Street Private Wealth's portfolio in Q1 2026, its #3 holding.
  • Lake Street Private Wealth first reported a position in NVIDIA in Q1 2019 and has held it in 29 quarters since.
  • Lake Street Private Wealth's NVIDIA position peaked at $46.5M in Q4 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.