Legacy Capital Group California’s NVIDIA NVDA Stock Holding History

Legacy Capital Group California’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 Q1	$2.74M	Sell	15,702 -86,289	-85%	-$15.8M	1.04%	11
2025 Q4	$19M	Sell	101,991 -6,189	-6%	-$1.15M	4.61%	2
2025 Q3	$20.2M	Buy	108,180 +3,178	+3%	+$554K	5.14%	2
2025 Q2	$16.6M	Buy	105,002 +16,040	+18%	+$2.02M	4.6%	2
2025 Q1	$9.64M	Sell	88,962 -19,261	-18%	-$2.44M	3.36%	4
2024 Q4	$14.5M	Buy	108,223 +79,599	+278%	+$11M	4.43%	3
2024 Q3	$3.48M	Buy	28,624 +6	+0%	+$709	1.16%	10
2024 Q2	$3.54M	Sell	28,618 -982	-3%	-$99.3K	1.27%	8
2024 Q1	$2.67M	Buy	29,600 +3,710	+14%	+$269K	0.99%	12
2023 Q4	$1.28M	Sell	25,890 -15,010	-37%	-$696K	0.5%	35
2023 Q3	$1.78M	Buy	40,900 +2,580	+7%	+$116K	0.76%	21
2023 Q2	$1.62M	Buy	+38,320	New	+$1.27M	0.67%	24

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Capital Group California's NVDA Position: Q1 2026 in Review

Legacy Capital Group California reduced its NVIDIA (NVDA) stake by 85% in Q1 2026, selling an estimated $15.8M and leaving 15,702 shares worth $2.74M. The position accounts for 1.04% of the portfolio, ranked #11.

Legacy Capital Group California first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. The position peaked at $20.2M in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Legacy Capital Group California held 15,702 shares of NVIDIA worth $2.74M as of Q1 2026.
Legacy Capital Group California sold 86,289 NVIDIA shares in Q1 2026, an estimated $15.8M.
NVIDIA made up 1.04% of Legacy Capital Group California's portfolio in Q1 2026, its #11 holding.
Legacy Capital Group California first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
Legacy Capital Group California's NVIDIA position peaked at $20.2M in Q3 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.