LWM
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Lakeridge Wealth Management’s NVIDIA NVDA Stock Holding History

Lakeridge Wealth Management’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 		$8.63M Buy
43,150
+8,394
+24% +$1.73M 3.17% 7
2026
Q1 		$6.06M Buy
34,756
+77
+0.2% +$14.1K 2.61% 9
2025
Q4 		$6.47M Buy
34,679
+1,286
+4% +$239K 2.94% 7
2025
Q3 		$6.23M Sell
33,393
-9,131
-21% -$1.59M 2.77% 9
2025
Q2 		$6.72M Sell
42,524
-3,426
-7% -$431K 3.09% 8
2025
Q1 		$4.98M Sell
45,950
-1,262
-3% -$160K 2.49% 10
2024
Q4 		$6.34M Buy
47,212
+472
+1% +$65.1K 3.28% 8
2024
Q3 		$5.68M Sell
46,740
-2,183
-4% -$258K 3.12% 9
2024
Q2 		$6.04M Buy
48,923
+353
+0.7% +$35.7K 3.63% 7
2024
Q1 		$4.39M Sell
48,570
-2,670
-5% -$194K 2.84% 9
2023
Q4 		$2.54M Buy
+51,240
New +$2.37M 1.83% 12

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return