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Lauterbach Financial Advisors’s NVIDIA NVDA Stock Holding History

Lauterbach Financial 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 		$5.06M Buy
25,279
+3,932
+18% +$808K 2.18% 9
2026
Q1 		$3.72M Hold
21,347
– – 1.82% 10
2025
Q4 		$3.98M Buy
21,347
+312
+1% +$58.1K 1.95% 9
2025
Q3 		$3.92M Buy
21,035
+1
+0% +$174 1.97% 9
2025
Q2 		$3.32M Buy
21,034
+154
+0.7% +$19.4K 1.83% 9
2025
Q1 		$2.26M Buy
20,880
+49
+0.2% +$6.21K 1.41% 10
2024
Q4 		$2.8M Buy
20,831
+3
+0% +$413 1.7% 10
2024
Q3 		$2.53M Buy
20,828
+18
+0.1% +$2.13K 1.54% 10
2024
Q2 		$2.23M Buy
20,810
+680
+3% +$68.8K 1.47% 10
2024
Q1 		$1.82M Sell
20,130
-2,050
-9% -$149K 1.19% 13
2023
Q4 		$1.1M Sell
22,180
-380
-2% -$17.6K 0.77% 17
2023
Q3 		$981K Buy
22,560
+500
+2% +$22.4K 0.77% 15
2023
Q2 		$933K Hold
22,060
– – 0.71% 18
2023
Q1 		$613K Hold
22,060
– – 0.5% 28
2022
Q4 		$322K Buy
22,060
+10
+0% +$147 0.29% 37
2022
Q3 		$268K Buy
+22,050
New +$349K 0.27% 37

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Lauterbach Financial Advisors's NVDA Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its NVIDIA (NVDA) stake by 18% in Q2 2026, buying an estimated $808K and bringing the position to 25,279 shares worth $5.06M. The position accounts for 2.18% of the portfolio, ranked #9.

Lauterbach Financial Advisors first reported a position in NVDA in Q3 2022 and has held it in 16 quarters since. 2,867 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Lauterbach Financial Advisors held 25,279 shares of NVIDIA worth $5.06M as of Q2 2026.
  • Lauterbach Financial Advisors bought 3,932 NVIDIA shares in Q2 2026, an estimated $808K.
  • NVIDIA made up 2.18% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Lauterbach Financial Advisors first reported a position in NVIDIA in Q3 2022 and has held it in 16 quarters since.
  • 2,867 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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