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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Live Oak Private Wealth's NVDA Position: Q2 2026 in Review

Live Oak Private Wealth reduced its NVIDIA (NVDA) stake by 1.1% in Q2 2026, selling an estimated $18.5K and leaving 7,961 shares worth $1.59M. The position accounts for 0.2% of the portfolio, ranked #88.

Live Oak Private Wealth first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 5,961 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Live Oak Private Wealth held 7,961 shares of NVIDIA worth $1.59M as of Q2 2026.
Live Oak Private Wealth sold 90 NVIDIA shares in Q2 2026, an estimated $18.5K.
NVIDIA made up 0.2% of Live Oak Private Wealth's portfolio in Q2 2026, its #88 holding.
Live Oak Private Wealth first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
5,961 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.