LD
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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
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

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
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Lipe & Dalton's NVDA Position: Q2 2026 in Review

Lipe & Dalton held its NVIDIA (NVDA) position steady in Q2 2026 at 3,951 shares worth $791K. The position accounts for 0.37% of the portfolio, ranked #49.

Lipe & Dalton first reported a position in NVDA in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.13M in Q3 2024. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Lipe & Dalton held 3,951 shares of NVIDIA worth $791K as of Q2 2026.
  • Lipe & Dalton left its NVIDIA share count unchanged in Q2 2026.
  • NVIDIA made up 0.37% of Lipe & Dalton's portfolio in Q2 2026, its #49 holding.
  • Lipe & Dalton first reported a position in NVIDIA in Q2 2020 and has held it in 25 quarters since.
  • Lipe & Dalton's NVIDIA position peaked at $1.13M in Q3 2024.
  • 2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Lipe & Dalton's 13F filing for Q2 2026, filed 14 Jul 2026.