Lakeside Advisors’s NVIDIA NVDA Stock Holding History

Lakeside Advisors’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 Q3	$2.62M	Sell	11,490 -200	-2%	-$42.9K	1.53%	15
2026 Q2	$2.34M	Hold	11,690	–	–	1.47%	16
2026 Q1	$2.04M	Hold	11,690	–	–	1.36%	16
2025 Q4	$2.18M	Sell	11,690 -310	-3%	-$57.7K	1.39%	16
2025 Q3	$2.24M	Sell	12,000 -3,000	-20%	-$523K	1.42%	15
2025 Q2	$2.37M	Sell	15,000 -2,300	-13%	-$289K	1.53%	15
2025 Q1	$1.87M	Sell	17,300 -1,700	-9%	-$215K	1.24%	19
2024 Q4	$2.55M	Hold	19,000	–	–	1.69%	15
2024 Q3	$2.31M	Sell	19,000 -1,800	-9%	-$213K	1.45%	15
2024 Q2	$2.57M	Hold	20,800	–	–	1.67%	14
2024 Q1	$1.88M	Hold	20,800	–	–	1.2%	19
2023 Q4	$1.03M	Hold	20,800	–	–	0.72%	26
2023 Q3	$905K	Sell	20,800 -4,000	-16%	-$179K	0.69%	27
2023 Q2	$1.05M	Hold	24,800	–	–	0.77%	25
2023 Q1	$689K	Hold	24,800	–	–	0.53%	33
2022 Q4	$362K	Hold	24,800	–	–	0.3%	42
2022 Q3	$301K	Hold	24,800	–	–	0.27%	42
2022 Q2	$376K	Hold	24,800	–	–	0.32%	38
2022 Q1	$677K	Hold	24,800	–	–	0.51%	32
2021 Q4	$729K	Buy	+24,800	New	+$682K	0.54%	31

Other funds holding NVDA

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Lakeside Advisors's NVDA Position: Q3 2026 in Review

Lakeside Advisors reduced its NVIDIA (NVDA) stake by 1.7% in Q3 2026, selling an estimated $42.9K and leaving 11,490 shares worth $2.62M. The position accounts for 1.53% of the portfolio, ranked #15.

Lakeside Advisors first reported a position in NVDA in Q4 2021 and has held it in 20 quarters since. 4,725 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

Lakeside Advisors held 11,490 shares of NVIDIA worth $2.62M as of Q3 2026.
Lakeside Advisors sold 200 NVIDIA shares in Q3 2026, an estimated $42.9K.
NVIDIA made up 1.53% of Lakeside Advisors's portfolio in Q3 2026, its #15 holding.
Lakeside Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 20 quarters since.
4,725 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.