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Legacy Trust’s NVIDIA NVDA Stock Holding History

Legacy Trust’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 		$7.47M Sell
37,353
-37,595
-50% -$7.73M 1.32% 27
2026
Q1 		$13.1M Sell
74,948
-12,425
-14% -$2.28M 2.5% 6
2025
Q4 		$16.3M Sell
87,373
-2,093
-2% -$390K 3.05% 5
2025
Q3 		$16.7M Buy
89,466
+62,591
+233% +$10.9M 3.29% 4
2025
Q2 		$4.25M Sell
26,875
-1,524
-5% -$192K 1.04% 31
2025
Q1 		$3.08M Buy
28,399
+86
+0.3% +$10.9K 0.74% 40
2024
Q4 		$3.8M Sell
28,313
-3,092
-10% -$426K 0.88% 38
2024
Q3 		$3.81M Buy
31,405
+1,866
+6% +$220K 0.88% 37
2024
Q2 		$3.65M Buy
29,539
+1,149
+4% +$116K 0.91% 35
2024
Q1 		$2.57M Sell
28,390
-5,120
-15% -$371K 0.64% 51
2023
Q4 		$1.66M Sell
33,510
-6,130
-15% -$284K 0.43% 63
2023
Q3 		$1.72M Buy
39,640
+760
+2% +$34.1K 0.5% 59
2023
Q2 		$1.64M Buy
38,880
+190
+0.5% +$6.31K 0.45% 66
2023
Q1 		$1.07M Sell
38,690
-1,050
-3% -$22.7K 0.32% 71
2022
Q4 		$581K Buy
+39,740
New +$583K 0.18% 89

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 Trust's NVDA Position: Q2 2026 in Review

Legacy Trust reduced its NVIDIA (NVDA) stake by 50% in Q2 2026, selling an estimated $7.73M and leaving 37,353 shares worth $7.47M. The position accounts for 1.32% of the portfolio, ranked #27.

Legacy Trust first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.7M in Q3 2025. 5,982 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Legacy Trust held 37,353 shares of NVIDIA worth $7.47M as of Q2 2026.
  • Legacy Trust sold 37,595 NVIDIA shares in Q2 2026, an estimated $7.73M.
  • NVIDIA made up 1.32% of Legacy Trust's portfolio in Q2 2026, its #27 holding.
  • Legacy Trust first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's NVIDIA position peaked at $16.7M in Q3 2025.
  • 5,982 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.