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Legacy Wealth Management (Idaho)’s NVIDIA NVDA Stock Holding History

Legacy Wealth Management (Idaho)’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 		$1.96M Buy
9,792
+2,278
+30% +$468K 0.81% 25
2026
Q1 		$1.31M Buy
7,514
+471
+7% +$86.4K 0.65% 37
2025
Q4 		$1.31M Buy
7,043
+1,604
+29% +$299K 0.63% 34
2025
Q3 		$1.01M Buy
5,439
+187
+4% +$32.6K 0.46% 48
2025
Q2 		$830K Buy
5,252
+150
+3% +$18.9K 0.43% 39
2025
Q1 		$553K Buy
5,102
+46
+0.9% +$5.83K 0.39% 42
2024
Q4 		$656K Buy
5,056
+3,175
+169% +$438K 0.42% 40
2024
Q3 		$275K Buy
+1,881
New +$222K 0.16% 58

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 Management (Idaho)'s NVDA Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its NVIDIA (NVDA) stake by 30% in Q2 2026, buying an estimated $468K and bringing the position to 9,792 shares worth $1.96M. The position accounts for 0.81% of the portfolio, ranked #25.

Legacy Wealth Management (Idaho) first reported a position in NVDA in Q3 2024 and has held it in 8 quarters since. 5,936 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 9,792 shares of NVIDIA worth $1.96M as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 2,278 NVIDIA shares in Q2 2026, an estimated $468K.
  • NVIDIA made up 0.81% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #25 holding.
  • Legacy Wealth Management (Idaho) first reported a position in NVIDIA in Q3 2024 and has held it in 8 quarters since.
  • 5,936 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.