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LiftPoint Family Wealth Advisors’s NVIDIA NVDA Stock Holding History

LiftPoint Family 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 		$2.03M Buy
10,121
+3,725
+58% +$766K 1.37% 18
2026
Q1 		$1.12M Buy
6,396
+1,111
+21% +$204K 0.92% 20
2025
Q4 		$986K Buy
+5,285
New +$984K 0.84% 25

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

LiftPoint Family Wealth Advisors's NVDA Position: Q2 2026 in Review

LiftPoint Family Wealth Advisors increased its NVIDIA (NVDA) stake by 58% in Q2 2026, buying an estimated $766K and bringing the position to 10,121 shares worth $2.03M. The position accounts for 1.37% of the portfolio, ranked #18.

LiftPoint Family Wealth Advisors first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • LiftPoint Family Wealth Advisors held 10,121 shares of NVIDIA worth $2.03M as of Q2 2026.
  • LiftPoint Family Wealth Advisors bought 3,725 NVIDIA shares in Q2 2026, an estimated $766K.
  • NVIDIA made up 1.37% of LiftPoint Family Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • LiftPoint Family Wealth Advisors first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on LiftPoint Family Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.