Live Oak Private Wealth
NVDA icon

Live Oak Private Wealth’s NVIDIA NVDA Stock Holding History

Live Oak Private Wealth’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 		$2M Buy
8,778
+817
+10% +$175K 0.24% 82
2026
Q2 		$1.59M Sell
7,961
-90
-1% -$18.5K 0.2% 88
2026
Q1 		$1.4M Buy
8,051
+49
+0.6% +$8.99K 0.2% 89
2025
Q4 		$1.49M Sell
8,002
-173
-2% -$32.2K 0.2% 87
2025
Q3 		$1.53M Sell
8,175
-126
-2% -$22K 0.21% 86
2025
Q2 		$1.31M Sell
8,301
-762
-8% -$95.9K 0.2% 90
2025
Q1 		$982K Buy
9,063
+444
+5% +$56.3K 0.16% 99
2024
Q4 		$1.16M Buy
8,619
+1,173
+16% +$162K 0.19% 86
2024
Q3 		$904K Sell
7,446
-324
-4% -$38.3K 0.15% 97
2024
Q2 		$960K Buy
7,770
+200
+3% +$20.2K 0.17% 94
2024
Q1 		$684K Hold
7,570
– – 0.12% 102
2023
Q4 		$375K Sell
7,570
-90
-1% -$4.17K 0.07% 118
2023
Q3 		$333K Sell
7,660
-780
-9% -$34.9K 0.07% 116
2023
Q2 		$357K Buy
+8,440
New +$280K 0.07% 118

Other funds holding NVDA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Live Oak Private Wealth's NVDA Position: Q3 2026 in Review

Live Oak Private Wealth increased its NVIDIA (NVDA) stake by 10% in Q3 2026, buying an estimated $175K and bringing the position to 8,778 shares worth $2M. The position accounts for 0.24% of the portfolio, ranked #82.

Live Oak Private Wealth first reported a position in NVDA in Q2 2023 and has held it in 14 quarters since. 5,269 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Live Oak Private Wealth held 8,778 shares of NVIDIA worth $2M as of Q3 2026.
  • Live Oak Private Wealth bought 817 NVIDIA shares in Q3 2026, an estimated $175K.
  • NVIDIA made up 0.24% of Live Oak Private Wealth's portfolio in Q3 2026, its #82 holding.
  • Live Oak Private Wealth first reported a position in NVIDIA in Q2 2023 and has held it in 14 quarters since.
  • 5,269 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.