LFS
NVDA icon

Legacy Financial Strategies’s NVIDIA NVDA Stock Holding History

Legacy Financial Strategies’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 		$10.8M Buy
54,201
+73
+0.1% +$15K 1.68% 12
2026
Q1 		$9.44M Buy
54,128
+696
+1% +$128K 1.7% 10
2025
Q4 		$9.97M Buy
53,432
+1,377
+3% +$256K 1.76% 10
2025
Q3 		$9.71M Buy
52,055
+2,585
+5% +$451K 1.75% 10
2025
Q2 		$7.82M Buy
49,470
+2,142
+5% +$270K 1.53% 10
2025
Q1 		$5.13M Buy
47,328
+4,714
+11% +$597K 1.12% 13
2024
Q4 		$5.89M Buy
42,614
+1,351
+3% +$186K 1.27% 12
2024
Q3 		$5.01M Buy
41,263
+4,751
+13% +$561K 1.11% 12
2024
Q2 		$4.68M Buy
36,512
+2,772
+8% +$280K 1.13% 12
2024
Q1 		$3.05M Buy
33,740
+2,560
+8% +$186K 0.79% 24
2023
Q4 		$1.54M Buy
31,180
+250
+0.8% +$11.6K 0.44% 41
2023
Q3 		$1.44M Buy
30,930
+7,180
+30% +$322K 0.46% 40
2023
Q2 		$1M Sell
23,750
-1,000
-4% -$33.2K 0.34% 43
2023
Q1 		$687K Buy
24,750
+310
+1% +$6.71K 0.25% 48
2022
Q4 		$357K Buy
24,440
+1,120
+5% +$16.4K 0.15% 53
2022
Q3 		$283K Buy
23,320
+6,730
+41% +$106K 0.13% 55
2022
Q2 		$251K Buy
16,590
+5,370
+48% +$101K 0.12% 57
2022
Q1 		$306K Buy
11,220
+1,540
+16% +$38.6K 0.13% 56
2021
Q4 		$285K Sell
9,680
-240
-2% -$6.6K 0.12% 56
2021
Q3 		$206K Buy
+9,920
New +$206K 0.1% 60

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 Strategies's NVDA Position: Q2 2026 in Review

Legacy Financial Strategies increased its NVIDIA (NVDA) stake by 0.13% in Q2 2026, buying an estimated $15K and bringing the position to 54,201 shares worth $10.8M. The position accounts for 1.68% of the portfolio, ranked #12.

Legacy Financial Strategies first reported a position in NVDA in Q3 2021 and has held it in 20 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Legacy Financial Strategies held 54,201 shares of NVIDIA worth $10.8M as of Q2 2026.
  • Legacy Financial Strategies bought 73 NVIDIA shares in Q2 2026, an estimated $15K.
  • NVIDIA made up 1.68% of Legacy Financial Strategies's portfolio in Q2 2026, its #12 holding.
  • Legacy Financial Strategies first reported a position in NVIDIA in Q3 2021 and has held it in 20 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.