Lakeshore Financial Planning’s NVIDIA NVDA Stock Holding History

Lakeshore Financial Planning’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	$869K	Hold	4,343	–	–	0.28%	30
2026 Q1	$757K	Sell	4,343 -1,350	-24%	-$248K	0.27%	31
2025 Q4	$1.06M	Buy	5,693 +1,019	+22%	+$190K	0.38%	24
2025 Q3	$872K	Sell	4,674 -976	-17%	-$170K	0.32%	25
2025 Q2	$893K	Buy	5,650 +1,934	+52%	+$243K	0.36%	24
2025 Q1	$403K	Sell	3,716 -200	-5%	-$25.3K	0.17%	40
2024 Q4	$526K	Sell	3,916 -250	-6%	-$34.5K	0.22%	31
2024 Q3	$506K	Buy	4,166 +126	+3%	+$14.9K	0.22%	33
2024 Q2	$499K	Buy	+4,040	New	+$408K	0.24%	29

Other funds holding NVDA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lakeshore Financial Planning's NVDA Position: Q2 2026 in Review

Lakeshore Financial Planning held its NVIDIA (NVDA) position steady in Q2 2026 at 4,343 shares worth $869K. The position accounts for 0.28% of the portfolio, ranked #30.

Lakeshore Financial Planning first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q4 2025. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Lakeshore Financial Planning held 4,343 shares of NVIDIA worth $869K as of Q2 2026.
Lakeshore Financial Planning left its NVIDIA share count unchanged in Q2 2026.
NVIDIA made up 0.28% of Lakeshore Financial Planning's portfolio in Q2 2026, its #30 holding.
Lakeshore Financial Planning first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
Lakeshore Financial Planning's NVIDIA position peaked at $1.06M in Q4 2025.
2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.