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Legacy Advisors’s NVIDIA NVDA Stock Holding History

Legacy 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 		$14.9M Buy
74,563
+17,463
+31% +$3.59M 1.39% 17
2026
Q1 		$9.96M Sell
57,100
-1,498
-3% -$275K 1.17% 19
2025
Q4 		$10.9M Buy
58,598
+14,215
+32% +$2.65M 1.17% 19
2025
Q3 		$8.28M Buy
+44,383
New +$7.74M 1.02% 24
2025
Q2 		– Sell
-124,712
Closed -$13.5M – 284
2025
Q1 		$13.5M Buy
124,712
+5,710
+5% +$724K 1.39% 14
2024
Q4 		$16M Buy
119,002
+25,254
+27% +$3.48M 1.55% 13
2024
Q3 		$11.4M Sell
93,748
-148
-0.2% -$17.5K 1.23% 14
2024
Q2 		$11.6M Buy
93,896
+13,506
+17% +$1.37M 1.41% 14
2024
Q1 		$7.26M Buy
80,390
+26,290
+49% +$1.91M 0.92% 20
2023
Q4 		$2.68M Buy
54,100
+23,870
+79% +$1.11M 0.35% 62
2023
Q3 		$1.31M Sell
30,230
-520
-2% -$23.3K 0.21% 99
2023
Q2 		$1.3M Buy
30,750
+2,290
+8% +$76K 0.19% 97
2023
Q1 		$791K Buy
28,460
+2,280
+9% +$49.3K 0.15% 114
2022
Q4 		$383K Buy
26,180
+3,890
+17% +$57.1K 0.07% 168
2022
Q3 		$271K Buy
22,290
+7,760
+53% +$123K 0.06% 179
2022
Q2 		$220K Sell
14,530
-80
-0.5% -$1.51K 0.05% 198
2022
Q1 		$399K Buy
+14,610
New +$366K 0.08% 137
2019
Q2 		– Sell
-4,920
Closed -$22K – 405
2019
Q1 		$22K Buy
+4,920
New +$19.1K 0.01% 270
2018
Q4 		– Sell
-4,920
Closed -$35K – 304
2018
Q3 		$35K Hold
4,920
– – 0.02% 261
2018
Q2 		$29K Hold
4,920
– – 0.02% 229
2018
Q1 		$28K Hold
4,920
– – 0.02% 190
2017
Q4 		$23K Hold
4,920
– – 0.02% 178
2017
Q3 		$21K Buy
+4,920
New +$20.5K 0.02% 158

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

Legacy Advisors's NVDA Position: Q2 2026 in Review

Legacy Advisors increased its NVIDIA (NVDA) stake by 31% in Q2 2026, buying an estimated $3.59M and bringing the position to 74,563 shares worth $14.9M. The position accounts for 1.39% of the portfolio, ranked #17.

Legacy Advisors first reported a position in NVDA in Q3 2017 and has held it in 23 quarters since. The position peaked at $16M in Q4 2024. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Legacy Advisors held 74,563 shares of NVIDIA worth $14.9M as of Q2 2026.
  • Legacy Advisors bought 17,463 NVIDIA shares in Q2 2026, an estimated $3.59M.
  • NVIDIA made up 1.39% of Legacy Advisors's portfolio in Q2 2026, its #17 holding.
  • Legacy Advisors first reported a position in NVIDIA in Q3 2017 and has held it in 23 quarters since.
  • Legacy Advisors's NVIDIA position peaked at $16M in Q4 2024.
  • 2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.