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Lifeworks Advisors’s NVIDIA NVDA Stock Holding History

Lifeworks 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
Q1 		$3.86M Sell
22,152
-760
-3% -$139K 0.5% 68
2025
Q4 		$4.27M Buy
22,912
+4,281
+23% +$797K 0.55% 63
2025
Q3 		$3.48M Buy
18,631
+455
+3% +$79.3K 0.46% 69
2025
Q2 		$2.87M Sell
18,176
-7,167
-28% -$902K 0.43% 72
2025
Q1 		$2.75M Buy
25,343
+494
+2% +$62.6K 0.46% 60
2024
Q4 		$3.34M Sell
24,849
-362
-1% -$49.9K 0.6% 52
2024
Q3 		$3.06M Buy
25,211
+14,137
+128% +$1.67M 0.6% 52
2024
Q2 		$1.37M Sell
11,074
-656
-6% -$66.3K 0.38% 72
2024
Q1 		$1.06M Buy
11,730
+660
+6% +$47.8K 0.3% 85
2023
Q4 		$548K Buy
11,070
+4,080
+58% +$189K 0.19% 111
2023
Q3 		$304K Sell
6,990
-7,650
-52% -$343K 0.12% 146
2023
Q2 		$619K Sell
14,640
-2,080
-12% -$69.1K 0.26% 94
2023
Q1 		$464K Buy
+16,720
New +$362K 0.22% 107
2022
Q3 		– Sell
-16,400
Closed -$249K – 152
2022
Q2 		$249K Buy
16,400
+170
+1% +$3.21K 0.16% 115
2022
Q1 		$443K Buy
16,230
+1,970
+14% +$49.4K 0.29% 87
2021
Q4 		$419K Buy
+14,260
New +$392K 0.33% 86

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lifeworks Advisors's NVDA Position: Q1 2026 in Review

Lifeworks Advisors reduced its NVIDIA (NVDA) stake by 3.3% in Q1 2026, selling an estimated $139K and leaving 22,152 shares worth $3.86M. The position accounts for 0.5% of the portfolio, ranked #68.

Lifeworks Advisors first reported a position in NVDA in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.27M in Q4 2025. 5,830 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Lifeworks Advisors held 22,152 shares of NVIDIA worth $3.86M as of Q1 2026.
  • Lifeworks Advisors sold 760 NVIDIA shares in Q1 2026, an estimated $139K.
  • NVIDIA made up 0.5% of Lifeworks Advisors's portfolio in Q1 2026, its #68 holding.
  • Lifeworks Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 16 quarters since.
  • Lifeworks Advisors's NVIDIA position peaked at $4.27M in Q4 2025.
  • 5,830 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.