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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Live Oak Private Wealth's NVDA Position: Q1 2026 in Review

Live Oak Private Wealth increased its NVIDIA (NVDA) stake by 0.61% in Q1 2026, buying an estimated $8.99K and bringing the position to 8,051 shares worth $1.4M. The position accounts for 0.2% of the portfolio, ranked #89.

Live Oak Private Wealth first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.53M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Live Oak Private Wealth held 8,051 shares of NVIDIA worth $1.4M as of Q1 2026.
Live Oak Private Wealth bought 49 NVIDIA shares in Q1 2026, an estimated $8.99K.
NVIDIA made up 0.2% of Live Oak Private Wealth's portfolio in Q1 2026, its #89 holding.
Live Oak Private Wealth first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
Live Oak Private Wealth's NVIDIA position peaked at $1.53M in Q3 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.