Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s NVIDIA NVDA Stock Holding History

Legacy Financial Group (Iowa)’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 		$1.1M Buy
5,504
+56
+1% +$11.5K 0.12% 65
2026
Q1 		$950K Sell
5,448
-102
-2% -$18.7K 0.12% 62
2025
Q4 		$967K Buy
5,550
+50
+0.9% +$9.31K 0.12% 61
2025
Q3 		$1.03M Buy
5,500
+74
+1% +$12.9K 0.13% 56
2025
Q2 		$857K Buy
5,426
+785
+17% +$98.8K 0.12% 57
2025
Q1 		$503K Sell
4,641
-134
-3% -$17K 0.08% 74
2024
Q4 		$641K Buy
+4,775
New +$658K 0.1% 64
2024
Q3 		– Sell
-3,430
Closed -$424K – 86
2024
Q2 		$424K Buy
3,430
+730
+27% +$73.8K 0.08% 73
2024
Q1 		$244K Buy
+2,700
New +$196K 0.05% 91
2023
Q4 		– Sell
-2,330
Closed -$101K – 355
2023
Q3 		$101K Buy
+2,330
New +$104K 0.02% 129

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 Financial Group (Iowa)'s NVDA Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its NVIDIA (NVDA) stake by 1% in Q2 2026, buying an estimated $11.5K and bringing the position to 5,504 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #65.

Legacy Financial Group (Iowa) first reported a position in NVDA in Q3 2023 and has held it in 10 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Legacy Financial Group (Iowa) held 5,504 shares of NVIDIA worth $1.1M as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 56 NVIDIA shares in Q2 2026, an estimated $11.5K.
  • NVIDIA made up 0.12% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #65 holding.
  • Legacy Financial Group (Iowa) first reported a position in NVIDIA in Q3 2023 and has held it in 10 quarters since.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.