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

Legacy Wealth Management (Mississippi)’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 		$72M Sell
359,695
-6,894
-2% -$1.42M 18.48% 1
2026
Q1 		$63.9M Buy
366,589
+1,746
+0.5% +$320K 18.22% 1
2025
Q4 		$68M Buy
364,843
+44,407
+14% +$8.27M 18.17% 1
2025
Q3 		$59.8M Buy
320,436
+1,212
+0.4% +$211K 18% 1
2025
Q2 		$50.4M Buy
319,224
+272,931
+590% +$34.3M 15.34% 2
2025
Q1 		$5.02M Buy
46,293
+18,956
+69% +$2.4M 1.64% 12
2024
Q4 		$3.67M Sell
27,337
-15,428
-36% -$2.13M 1.46% 17
2024
Q3 		$5.19M Buy
42,765
+16,115
+60% +$1.9M 1.91% 10
2024
Q2 		$3.29M Hold
26,650
– – 1.39% 21
2024
Q1 		$2.41M Hold
26,650
– – 1.09% 26
2023
Q4 		$1.32M Sell
26,650
-3,350
-11% -$155K 0.64% 40
2023
Q3 		$1.3M Sell
30,000
-800
-3% -$35.8K 0.68% 39
2023
Q2 		$1.3M Sell
30,800
-200
-0.6% -$6.64K 0.65% 40
2023
Q1 		$861K Hold
31,000
– – 0.48% 47
2022
Q4 		$453K Hold
31,000
– – 0.27% 58
2022
Q3 		$376K Hold
31,000
– – 0.25% 65
2022
Q2 		$470K Hold
31,000
– – 0.29% 64
2022
Q1 		$846K Hold
31,000
– – 0.44% 58
2021
Q4 		$912K Hold
31,000
– – 0.47% 53
2021
Q3 		$642K Hold
31,000
– – 0.34% 67
2021
Q2 		$620K Sell
31,000
-41,160
-57% -$660K 0.34% 65
2021
Q1 		$963K Buy
72,160
+25,600
+55% +$344K 0.58% 50
2020
Q4 		$608K Hold
46,560
– – 0.39% 59
2020
Q3 		$630K Hold
46,560
– – 0.43% 59
2020
Q2 		$442K Sell
46,560
-13,000
-22% -$105K 0.34% 69
2020
Q1 		$393K Buy
+59,560
New +$376K 0.37% 71

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s NVDA Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) reduced its NVIDIA (NVDA) stake by 1.9% in Q2 2026, selling an estimated $1.42M and leaving 359,695 shares worth $72M. The position accounts for 18.48% of the portfolio, ranked #1.

Legacy Wealth Management (Mississippi) first reported a position in NVDA in Q1 2020 and has held it in 26 quarters since. 1,820 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 359,695 shares of NVIDIA worth $72M as of Q2 2026.
  • Legacy Wealth Management (Mississippi) sold 6,894 NVIDIA shares in Q2 2026, an estimated $1.42M.
  • NVIDIA made up 18.48% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #1 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in NVIDIA in Q1 2020 and has held it in 26 quarters since.
  • 1,820 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.