LF
NVDA icon

LifeSteps Financial’s NVIDIA NVDA Stock Holding History

LifeSteps Financial’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 		$10.1M Buy
50,647
+1,852
+4% +$381K 4.72% 3
2026
Q1 		$8.51M Sell
48,795
-1,034
-2% -$190K 5.39% 3
2025
Q4 		$9.29M Sell
49,829
-365
-0.7% -$67.9K 5.95% 3
2025
Q3 		$9.37M Sell
50,194
-173
-0.3% -$30.2K 6.02% 3
2025
Q2 		$7.96M Buy
50,367
+2,391
+5% +$301K 5.47% 3
2025
Q1 		$5.2M Sell
47,976
-1,133
-2% -$144K 4.22% 4
2024
Q4 		$6.59M Sell
49,109
-4,221
-8% -$582K 5.06% 4
2024
Q3 		$6.48M Buy
53,330
+2,627
+5% +$310K 5.07% 4
2024
Q2 		$6.26M Buy
50,703
+4,173
+9% +$422K 5.17% 4
2024
Q1 		$4.2M Sell
46,530
-190
-0.4% -$13.8K 3.17% 7
2023
Q4 		$2.31M Buy
46,720
+1,750
+4% +$81.1K 2.05% 12
2023
Q3 		$1.96M Buy
44,970
+810
+2% +$36.3K 1.99% 12
2023
Q2 		$1.87M Sell
44,160
-2,150
-5% -$71.4K 1.85% 12
2023
Q1 		$1.29M Sell
46,310
-6,490
-12% -$140K 1.36% 20
2022
Q4 		$772K Sell
52,800
-3,310
-6% -$48.5K 0.8% 28
2022
Q3 		$681K Buy
56,110
+890
+2% +$14.1K 0.77% 29
2022
Q2 		$837K Buy
55,220
+2,900
+6% +$54.7K 0.87% 24
2022
Q1 		$1.43M Sell
52,320
-7,930
-13% -$199K 1.06% 22
2021
Q4 		$1.77M Buy
60,250
+230
+0.4% +$6.33K 1.25% 21
2021
Q3 		$1.24M Sell
60,020
-1,540
-3% -$32K 0.95% 25
2021
Q2 		$1.23M Buy
61,560
+8,880
+17% +$142K 0.95% 25
2021
Q1 		$703K Buy
52,680
+5,360
+11% +$72K 0.59% 31
2020
Q4 		$618K Sell
47,320
-800
-2% -$10.7K 0.57% 33
2020
Q3 		$651K Buy
48,120
+12,320
+34% +$143K 0.69% 29
2020
Q2 		$340K Buy
35,800
+3,240
+10% +$26.2K 0.39% 44
2020
Q1 		$215K Buy
+32,560
New +$205K 0.25% 69

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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 Common Retirement Fund
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

LifeSteps Financial's NVDA Position: Q2 2026 in Review

LifeSteps Financial increased its NVIDIA (NVDA) stake by 3.8% in Q2 2026, buying an estimated $381K and bringing the position to 50,647 shares worth $10.1M. The position accounts for 4.72% of the portfolio, ranked #3.

LifeSteps Financial first reported a position in NVDA in Q1 2020 and has held it in 26 quarters since. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • LifeSteps Financial held 50,647 shares of NVIDIA worth $10.1M as of Q2 2026.
  • LifeSteps Financial bought 1,852 NVIDIA shares in Q2 2026, an estimated $381K.
  • NVIDIA made up 4.72% of LifeSteps Financial's portfolio in Q2 2026, its #3 holding.
  • LifeSteps Financial first reported a position in NVIDIA in Q1 2020 and has held it in 26 quarters since.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.