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Lauer Wealth’s NVIDIA NVDA Stock Holding History

Lauer Wealth’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 		– Sell
-9,645
Closed -$1.98M – 85
2026
Q1 		$1.76M Buy
9,645
+2,672
+38% +$490K 1.4% 14
2025
Q4 		$1.29M Buy
6,973
+2,653
+61% +$494K 0.96% 18
2025
Q3 		$777K Buy
4,320
+755
+21% +$132K 0.56% 24
2025
Q2 		$649K Sell
3,565
-2,555
-42% -$322K 0.54% 25
2025
Q1 		$667K Buy
6,120
+1,685
+38% +$214K 0.51% 24
2024
Q4 		$596K Buy
4,435
+190
+4% +$26.2K 0.4% 25
2024
Q3 		$592K Buy
+4,245
New +$501K 0.46% 22

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
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Lauer Wealth's NVDA Position: Q2 2026 in Review

Lauer Wealth sold out of NVIDIA (NVDA) in Q2 2026, closing a stake of 9,645 shares — an estimated $1.98M sold.

Lauer Wealth first reported a position in NVDA in Q3 2024 and held it in 7 quarters. The position peaked at $1.76M in Q1 2026. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Lauer Wealth reported no remaining NVIDIA position as of Q2 2026 after selling out during the quarter.
  • Lauer Wealth sold 9,645 NVIDIA shares in Q2 2026, an estimated $1.98M.
  • Lauer Wealth first reported a position in NVIDIA in Q3 2024 and held it in 7 quarters.
  • Lauer Wealth's NVIDIA position peaked at $1.76M in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.