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Live Oak Investment Partners’s NVIDIA NVDA Stock Holding History

Live Oak Investment Partners’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 		$749K Sell
3,743
-174
-4% -$35.8K 0.4% 54
2026
Q1 		$683K Sell
3,917
-7,567
-66% -$1.39M 0.4% 56
2025
Q4 		$2.14M Sell
11,484
-93
-0.8% -$17.3K 1.32% 22
2025
Q3 		$2.16M Buy
11,577
+219
+2% +$38.2K 1.43% 21
2025
Q2 		$1.79M Buy
11,358
+23
+0.2% +$2.89K 1.38% 24
2025
Q1 		$1.23M Buy
+11,335
New +$1.44M 0.97% 27
2024
Q4 		– Hold
0
– – – 26
2024
Q3 		– Hold
0
– – – 30
2024
Q2 		– Hold
0
– – – 30
2023
Q4 		– Hold
0
– – – 117
2023
Q3 		– Hold
0
– – – 121
2023
Q2 		– Hold
0
– – – 121
2023
Q1 		– Hold
0
– – – 141
2022
Q4 		– Hold
0
– – – 165

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

Live Oak Investment Partners's NVDA Position: Q2 2026 in Review

Live Oak Investment Partners reduced its NVIDIA (NVDA) stake by 4.4% in Q2 2026, selling an estimated $35.8K and leaving 3,743 shares worth $749K. The position accounts for 0.4% of the portfolio, ranked #54.

Live Oak Investment Partners first reported a position in NVDA in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.16M in Q3 2025. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Live Oak Investment Partners held 3,743 shares of NVIDIA worth $749K as of Q2 2026.
  • Live Oak Investment Partners sold 174 NVIDIA shares in Q2 2026, an estimated $35.8K.
  • NVIDIA made up 0.4% of Live Oak Investment Partners's portfolio in Q2 2026, its #54 holding.
  • Live Oak Investment Partners first reported a position in NVIDIA in Q1 2025 and has held it in 6 quarters since.
  • Live Oak Investment Partners's NVIDIA position peaked at $2.16M in Q3 2025.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.