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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
Q3 		$7.84M Buy
38,312
+959
+3% +$206K 1.31% 24
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Legacy Trust's NVDA Position: Q3 2026 in Review

Legacy Trust increased its NVIDIA (NVDA) stake by 2.6% in Q3 2026, buying an estimated $206K and bringing the position to 38,312 shares worth $7.84M. The position accounts for 1.31% of the portfolio, ranked #24.

Legacy Trust first reported a position in NVDA in Q4 2022 and has held it in 16 quarters since. The position peaked at $16.7M in Q3 2025. 5,269 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Legacy Trust held 38,312 shares of NVIDIA worth $7.84M as of Q3 2026.
  • Legacy Trust bought 959 NVIDIA shares in Q3 2026, an estimated $206K.
  • NVIDIA made up 1.31% of Legacy Trust's portfolio in Q3 2026, its #24 holding.
  • Legacy Trust first reported a position in NVIDIA in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's NVIDIA position peaked at $16.7M in Q3 2025.
  • 5,269 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.