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Legacy Wealth Asset Management’s NVIDIA NVDA Stock Holding History

Legacy Wealth Asset Management’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 		$5.82M Sell
29,093
-181
-0.6% -$37.2K 1.28% 12
2026
Q1 		$5.11M Buy
29,274
+189
+0.6% +$34.7K 1.24% 10
2025
Q4 		$5.42M Buy
29,085
+595
+2% +$111K 1.33% 9
2025
Q3 		$5.32M Sell
28,490
-6,392
-18% -$1.11M 1.29% 9
2025
Q2 		$5.51M Sell
34,882
-981
-3% -$123K 1.4% 8
2025
Q1 		$3.89M Sell
35,863
-1,772
-5% -$225K 1.07% 9
2024
Q4 		$5.05M Sell
37,635
-7,135
-16% -$983K 1.38% 9
2024
Q3 		$5.44M Sell
44,770
-7,042
-14% -$832K 1.46% 6
2024
Q2 		$6.4M Sell
51,812
-8,528
-14% -$862K 1.81% 4
2024
Q1 		$5.45M Buy
60,340
+30
+0% +$2.17K 1.52% 6
2023
Q4 		$2.99M Sell
60,310
-6,650
-10% -$308K 0.98% 9
2023
Q3 		$2.91M Sell
66,960
-16,380
-20% -$734K 1.07% 8
2023
Q2 		$3.53M Sell
83,340
-14,460
-15% -$480K 1.23% 6
2023
Q1 		$2.72M Sell
97,800
-2,340
-2% -$50.6K 0.98% 10
2022
Q4 		$1.46M Buy
100,140
+3,150
+3% +$46.2K 0.56% 38
2022
Q3 		$1.18M Buy
96,990
+40,260
+71% +$636K 0.51% 49
2022
Q2 		$860K Buy
56,730
+280
+0.5% +$5.29K 0.35% 108
2022
Q1 		$1.54M Sell
56,450
-3,290
-6% -$82.5K 0.55% 37
2021
Q4 		$1.76M Sell
59,740
-6,170
-9% -$170K 0.6% 19
2021
Q3 		$1.36M Sell
65,910
-2,690
-4% -$55.9K 0.62% 19
2021
Q2 		$1.37M Sell
68,600
-960
-1% -$15.4K 0.61% 22
2021
Q1 		$929K Buy
69,560
+440
+0.6% +$5.91K 0.43% 69
2020
Q4 		$902K Buy
+69,120
New +$925K 0.45% 59

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 Wealth Asset Management's NVDA Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its NVIDIA (NVDA) stake by 0.62% in Q2 2026, selling an estimated $37.2K and leaving 29,093 shares worth $5.82M. The position accounts for 1.28% of the portfolio, ranked #12.

Legacy Wealth Asset Management first reported a position in NVDA in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.4M in Q2 2024. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Legacy Wealth Asset Management held 29,093 shares of NVIDIA worth $5.82M as of Q2 2026.
  • Legacy Wealth Asset Management sold 181 NVIDIA shares in Q2 2026, an estimated $37.2K.
  • NVIDIA made up 1.28% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #12 holding.
  • Legacy Wealth Asset Management first reported a position in NVIDIA in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's NVIDIA position peaked at $6.4M in Q2 2024.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.