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LGT Financial Advisors’s NVIDIA NVDA Stock Holding History

LGT Financial Advisors’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 		$152K Hold
758
– – 0.8% 20
2026
Q1 		$132K Hold
758
– – 0.68% 21
2025
Q4 		$141K Sell
758
-940
-55% -$175K 0.87% 20
2025
Q3 		$317K Sell
1,698
-60
-3% -$10.5K 0.68% 35
2025
Q2 		$278K Buy
1,758
+678
+63% +$85.3K 0.7% 31
2025
Q1 		$117K Hold
1,080
– – 0.36% 61
2024
Q4 		$145K Sell
1,080
-1,470
-58% -$203K 0.32% 62
2024
Q3 		$310K Sell
2,550
-360
-12% -$42.5K 0.76% 28
2024
Q2 		$360K Buy
2,910
+440
+18% +$44.5K 0.76% 29
2024
Q1 		$223K Buy
2,470
+2,300
+1,353% +$167K 0.26% 85
2023
Q4 		$8.43K Sell
170
-1,000
-85% -$46.3K 0.01% 520
2023
Q3 		$50.9K Buy
+1,170
New +$52.4K 0.06% 215

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

LGT Financial Advisors's NVDA Position: Q2 2026 in Review

LGT Financial Advisors held its NVIDIA (NVDA) position steady in Q2 2026 at 758 shares worth $152K. The position accounts for 0.8% of the portfolio, ranked #20.

LGT Financial Advisors first reported a position in NVDA in Q3 2023 and has held it in 12 quarters since. The position peaked at $360K in Q2 2024. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • LGT Financial Advisors held 758 shares of NVIDIA worth $152K as of Q2 2026.
  • LGT Financial Advisors left its NVIDIA share count unchanged in Q2 2026.
  • NVIDIA made up 0.8% of LGT Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • LGT Financial Advisors first reported a position in NVIDIA in Q3 2023 and has held it in 12 quarters since.
  • LGT Financial Advisors's NVIDIA position peaked at $360K in Q2 2024.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.