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Lantern Wealth Advisors’s NVIDIA NVDA Stock Holding History

Lantern Wealth 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
Q2 		$4.11M Buy
20,563
+144
+0.7% +$29.6K 1.88% 10
2026
Q1 		$3.56M Buy
20,419
+3,955
+24% +$726K 1.83% 13
2025
Q4 		$3.07M Buy
16,464
+1,782
+12% +$332K 1.63% 18
2025
Q3 		$2.24M Buy
14,682
+2,590
+21% +$451K 1.18% 20
2025
Q2 		$1.91M Buy
+12,092
New +$1.52M 1.14% 23
2024
Q4 		$1.73M Buy
12,915
+99
+0.8% +$13.6K 1.13% 23
2024
Q3 		$1.56M Buy
12,816
+596
+5% +$70.4K 1.08% 25
2024
Q2 		$1.51M Buy
12,220
+260
+2% +$26.3K 1.09% 24
2024
Q1 		$1.08M Sell
11,960
-590
-5% -$42.8K 0.76% 38
2023
Q4 		$622K Buy
+12,550
New +$582K 0.49% 54

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

Lantern Wealth Advisors's NVDA Position: Q2 2026 in Review

Lantern Wealth Advisors increased its NVIDIA (NVDA) stake by 0.71% in Q2 2026, buying an estimated $29.6K and bringing the position to 20,563 shares worth $4.11M. The position accounts for 1.88% of the portfolio, ranked #10.

Lantern Wealth Advisors first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Lantern Wealth Advisors held 20,563 shares of NVIDIA worth $4.11M as of Q2 2026.
  • Lantern Wealth Advisors bought 144 NVIDIA shares in Q2 2026, an estimated $29.6K.
  • NVIDIA made up 1.88% of Lantern Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Lantern Wealth Advisors first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.