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Legacy Capital Wealth Partners’s NVIDIA NVDA Stock Holding History

Legacy Capital Wealth Partners’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 		$8.28M Buy
41,381
+1,892
+5% +$389K 1.59% 9
2026
Q1 		$6.89M Buy
39,489
+1,586
+4% +$291K 1.42% 12
2025
Q4 		$7.07M Sell
37,903
-246
-0.6% -$45.8K 1.52% 12
2025
Q3 		$7.12M Sell
38,149
-2,238
-6% -$390K 1.55% 13
2025
Q2 		$6.38M Sell
40,387
-1,659
-4% -$209K 1.45% 14
2025
Q1 		$4.56M Sell
42,046
-17,752
-30% -$2.25M 1.12% 15
2024
Q4 		$8.03M Sell
59,798
-72,312
-55% -$9.97M 1.99% 8
2024
Q3 		$16M Buy
132,110
+74,225
+128% +$8.77M 3.21% 5
2024
Q2 		$7.29M Buy
+57,885
New +$5.85M 1.86% 13
2024
Q1 		– Sell
-46,290
Closed -$2.29M – 265
2023
Q4 		$2.29M Sell
46,290
-4,410
-9% -$204K 0.65% 30
2023
Q3 		$2.21M Buy
+50,700
New +$2.27M 0.61% 29
2023
Q2 		– Sell
-53,800
Closed -$1.49M – 168
2023
Q1 		$1.49M Buy
+53,800
New +$1.16M 0.41% 44
2021
Q1 		– Sell
-8,120
Closed -$106K – 100
2020
Q4 		$106K Buy
+8,120
New +$109K 0.05% 83

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Capital Wealth Partners's NVDA Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its NVIDIA (NVDA) stake by 4.8% in Q2 2026, buying an estimated $389K and bringing the position to 41,381 shares worth $8.28M. The position accounts for 1.59% of the portfolio, ranked #9.

Legacy Capital Wealth Partners first reported a position in NVDA in Q4 2020 and has held it in 13 quarters since. The position peaked at $16M in Q3 2024. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Legacy Capital Wealth Partners held 41,381 shares of NVIDIA worth $8.28M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 1,892 NVIDIA shares in Q2 2026, an estimated $389K.
  • NVIDIA made up 1.59% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #9 holding.
  • Legacy Capital Wealth Partners first reported a position in NVIDIA in Q4 2020 and has held it in 13 quarters since.
  • Legacy Capital Wealth Partners's NVIDIA position peaked at $16M in Q3 2024.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.