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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

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

Lakeridge Wealth Management's NVDA Position: Q2 2026 in Review

Lakeridge Wealth Management increased its NVIDIA (NVDA) stake by 24% in Q2 2026, buying an estimated $1.73M and bringing the position to 43,150 shares worth $8.63M. The position accounts for 3.17% of the portfolio, ranked #7.

Lakeridge Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Lakeridge Wealth Management held 43,150 shares of NVIDIA worth $8.63M as of Q2 2026.
  • Lakeridge Wealth Management bought 8,394 NVIDIA shares in Q2 2026, an estimated $1.73M.
  • NVIDIA made up 3.17% of Lakeridge Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Lakeridge Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.