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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
Q3 		$6.46M Sell
28,296
-797
-3% -$171K 1.42% 8
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Legacy Wealth Asset Management's NVDA Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its NVIDIA (NVDA) stake by 2.7% in Q3 2026, selling an estimated $171K and leaving 28,296 shares worth $6.46M. The position accounts for 1.42% of the portfolio, ranked #8.

Legacy Wealth Asset Management first reported a position in NVDA in Q4 2020 and has held it in 24 quarters since. 1,058 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Legacy Wealth Asset Management held 28,296 shares of NVIDIA worth $6.46M as of Q3 2026.
  • Legacy Wealth Asset Management sold 797 NVIDIA shares in Q3 2026, an estimated $171K.
  • NVIDIA made up 1.42% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #8 holding.
  • Legacy Wealth Asset Management first reported a position in NVIDIA in Q4 2020 and has held it in 24 quarters since.
  • 1,058 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.