Lipe & Dalton
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Lipe & Dalton’s NVIDIA NVDA Stock Holding History

Lipe & Dalton’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
Q3 		$902K Hold
3,951
– – 0.42% 47
2026
Q2 		$791K Hold
3,951
– – 0.37% 49
2026
Q1 		$689K Hold
3,951
– – 0.36% 48
2025
Q4 		$737K Sell
3,951
-319
-7% -$59.4K 0.36% 50
2025
Q3 		$797K Sell
4,270
-230
-5% -$40.1K 0.39% 51
2025
Q2 		$711K Buy
4,500
+230
+5% +$28.9K 0.38% 53
2025
Q1 		$463K Hold
4,270
– – 0.26% 60
2024
Q4 		$573K Sell
4,270
-5,060
-54% -$697K 0.3% 57
2024
Q3 		$1.13M Buy
9,330
+160
+2% +$18.9K 0.57% 52
2024
Q2 		$1.13M Buy
9,170
+170
+2% +$17.2K 0.61% 49
2024
Q1 		$813K Sell
9,000
-1,700
-16% -$123K 0.42% 58
2023
Q4 		$530K Sell
10,700
-1,000
-9% -$46.3K 0.29% 59
2023
Q3 		$509K Buy
11,700
+500
+4% +$22.4K 0.31% 59
2023
Q2 		$474K Sell
11,200
-2,000
-15% -$66.4K 0.27% 64
2023
Q1 		$367K Sell
13,200
-1,000
-7% -$21.6K 0.21% 65
2022
Q4 		$208K Hold
14,200
– – 0.12% 76
2022
Q3 		$172K Hold
14,200
– – 0.11% 76
2022
Q2 		$215K Hold
14,200
– – 0.13% 76
2022
Q1 		$387K Buy
14,200
+500
+4% +$12.5K 0.19% 65
2021
Q4 		$403K Sell
13,700
-1,500
-10% -$41.3K 0.19% 67
2021
Q3 		$315K Hold
15,200
– – 0.16% 68
2021
Q2 		$304K Sell
15,200
-2,000
-12% -$32.1K 0.16% 70
2021
Q1 		$230K Hold
17,200
– – 0.13% 71
2020
Q4 		$225K Hold
17,200
– – 0.14% 66
2020
Q3 		$233K Buy
17,200
+400
+2% +$4.65K 0.16% 66
2020
Q2 		$160K Buy
+16,800
New +$136K 0.12% 74

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Lipe & Dalton's NVDA Position: Q3 2026 in Review

Lipe & Dalton held its NVIDIA (NVDA) position steady in Q3 2026 at 3,951 shares worth $902K. The position accounts for 0.42% of the portfolio, ranked #47.

Lipe & Dalton first reported a position in NVDA in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.13M in Q3 2024. 2,912 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Lipe & Dalton held 3,951 shares of NVIDIA worth $902K as of Q3 2026.
  • Lipe & Dalton left its NVIDIA share count unchanged in Q3 2026.
  • NVIDIA made up 0.42% of Lipe & Dalton's portfolio in Q3 2026, its #47 holding.
  • Lipe & Dalton first reported a position in NVIDIA in Q2 2020 and has held it in 26 quarters since.
  • Lipe & Dalton's NVIDIA position peaked at $1.13M in Q3 2024.
  • 2,912 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Lipe & Dalton's 13F filing for Q3 2026, filed 15 Oct 2026.