LifeGoal Wealth Advisors’s NVIDIA NVDA Stock Holding History

LifeGoal Wealth 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	$2.77M	Buy	13,852 +4,053	+41%	+$833K	1.27%	15
2026 Q1	$1.72M	Buy	9,799 +3,738	+62%	+$686K	0.99%	19
2025 Q4	$1.13M	Buy	6,061 +1,004	+20%	+$187K	0.75%	28
2025 Q3	$944K	Sell	5,057 -121	-2%	-$21.1K	0.78%	28
2025 Q2	$818K	Buy	5,178 +1,361	+36%	+$171K	0.78%	30
2025 Q1	$414K	Buy	3,817 +72	+2%	+$9.13K	0.45%	43
2024 Q4	$503K	Buy	+3,745	New	+$516K	0.55%	39

Other funds holding NVDA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LifeGoal Wealth Advisors's NVDA Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its NVIDIA (NVDA) stake by 41% in Q2 2026, buying an estimated $833K and bringing the position to 13,852 shares worth $2.77M. The position accounts for 1.27% of the portfolio, ranked #15.

LifeGoal Wealth Advisors first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 2,913 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

LifeGoal Wealth Advisors held 13,852 shares of NVIDIA worth $2.77M as of Q2 2026.
LifeGoal Wealth Advisors bought 4,053 NVIDIA shares in Q2 2026, an estimated $833K.
NVIDIA made up 1.27% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #15 holding.
LifeGoal Wealth Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
2,913 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.