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Lantz Financial’s NVIDIA NVDA Stock Holding History

Lantz Financial’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 		$8.49M Buy
42,444
+296
+0.7% +$60.9K 1.56% 14
2026
Q1 		$7.35M Sell
42,148
-109
-0.3% -$20K 1.52% 15
2025
Q4 		$7.88M Sell
42,257
-345
-0.8% -$64.2K 1.66% 12
2025
Q3 		$7.95M Buy
42,602
+1,997
+5% +$348K 1.76% 10
2025
Q2 		$6.42M Buy
40,605
+2,886
+8% +$363K 1.6% 13
2025
Q1 		$4.09M Sell
37,719
-3,839
-9% -$487K 1.12% 17
2024
Q4 		$5.58M Buy
41,558
+890
+2% +$123K 1.49% 14
2024
Q3 		$4.94M Sell
40,668
-520
-1% -$61.4K 1.34% 15
2024
Q2 		$5.09M Sell
41,188
-2,952
-7% -$298K 1.58% 10
2024
Q1 		$3.99M Sell
44,140
-3,020
-6% -$219K 1.28% 13
2023
Q4 		$2.34M Buy
47,160
+1,230
+3% +$57K 0.84% 23
2023
Q3 		$2M Buy
45,930
+130
+0.3% +$5.82K 0.8% 31
2023
Q2 		$1.94M Buy
45,800
+1,780
+4% +$59.1K 0.76% 33
2023
Q1 		$1.22M Buy
44,020
+1,610
+4% +$34.8K 0.51% 65
2022
Q4 		$620K Sell
42,410
-8,400
-17% -$123K 0.28% 87
2022
Q3 		$617K Sell
50,810
-650
-1% -$10.3K 0.32% 80
2022
Q2 		$780K Sell
51,460
-1,270
-2% -$24K 0.35% 75
2022
Q1 		$1.44M Sell
52,730
-5,900
-10% -$148K 0.59% 53
2021
Q4 		$1.72M Sell
58,630
-30
-0.1% -$825 0.79% 35
2021
Q3 		$1.22M Sell
58,660
-1,060
-2% -$22K 0.62% 48
2021
Q2 		$1.2M Buy
59,720
+18,880
+46% +$303K 0.61% 50
2021
Q1 		$545K Sell
40,840
-18,680
-31% -$251K 0.31% 73
2020
Q4 		$777K Sell
59,520
-240
-0.4% -$3.21K 0.48% 57
2020
Q3 		$809K Sell
59,760
-160
-0.3% -$1.86K 0.54% 52
2020
Q2 		$569K Sell
59,920
-200
-0.3% -$1.62K 0.41% 65
2020
Q1 		$396K Buy
60,120
+1,360
+2% +$8.58K 0.31% 75
2019
Q4 		$346K Sell
58,760
-3,440
-6% -$17.9K 0.2% 101
2019
Q3 		$269K Buy
62,200
+5,800
+10% +$24.4K 0.18% 103
2019
Q2 		$229K Sell
56,400
-2,520
-4% -$10.4K 0.16% 114
2019
Q1 		$264K Buy
+58,920
New +$229K 0.19% 97

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Lantz Financial's NVDA Position: Q2 2026 in Review

Lantz Financial increased its NVIDIA (NVDA) stake by 0.7% in Q2 2026, buying an estimated $60.9K and bringing the position to 42,444 shares worth $8.49M. The position accounts for 1.56% of the portfolio, ranked #14.

Lantz Financial first reported a position in NVDA in Q1 2019 and has held it in 30 quarters since. 1,411 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Lantz Financial held 42,444 shares of NVIDIA worth $8.49M as of Q2 2026.
  • Lantz Financial bought 296 NVIDIA shares in Q2 2026, an estimated $60.9K.
  • NVIDIA made up 1.56% of Lantz Financial's portfolio in Q2 2026, its #14 holding.
  • Lantz Financial first reported a position in NVIDIA in Q1 2019 and has held it in 30 quarters since.
  • 1,411 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.