LWA
NVDA icon

Lifelong Wealth Advisors’s NVIDIA NVDA Stock Holding History

Lifelong 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 		$1.11M Buy
5,568
+4
+0.1% +$822 0.26% 37
2026
Q1 		$970K Buy
5,564
+195
+4% +$35.8K 0.26% 38
2025
Q4 		$1M Buy
5,369
+84
+2% +$15.6K 0.27% 38
2025
Q3 		$986K Buy
5,285
+65
+1% +$11.3K 0.29% 32
2025
Q2 		$825K Buy
5,220
+1,691
+48% +$213K 0.27% 33
2025
Q1 		$382K Buy
3,529
+126
+4% +$16K 0.18% 43
2024
Q4 		$457K Buy
+3,403
New +$469K 0.21% 37

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

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

Lifelong Wealth Advisors increased its NVIDIA (NVDA) stake by 0.07% in Q2 2026, buying an estimated $822 and bringing the position to 5,568 shares worth $1.11M. The position accounts for 0.26% of the portfolio, ranked #37.

Lifelong Wealth Advisors first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Lifelong Wealth Advisors held 5,568 shares of NVIDIA worth $1.11M as of Q2 2026.
  • Lifelong Wealth Advisors bought 4 NVIDIA shares in Q2 2026, an estimated $822.
  • NVIDIA made up 0.26% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Lifelong Wealth Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.