Lodestone Wealth Management
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Lodestone Wealth Management’s NVIDIA NVDA Stock Holding History

Lodestone Wealth Management’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 		$5.87M Buy
25,687
+199
+0.8% +$42.7K 1.97% 8
2026
Q2 		$5.1M Buy
25,488
+143
+0.6% +$29.4K 1.8% 7
2026
Q1 		$4.42M Sell
25,345
-14
-0.1% -$2.57K 1.75% 9
2025
Q4 		$4.73M Buy
25,359
+628
+3% +$117K 1.93% 8
2025
Q3 		$4.61M Buy
24,731
+268
+1% +$46.7K 2.07% 9
2025
Q2 		$3.86M Buy
24,463
+856
+4% +$108K 1.88% 11
2025
Q1 		$2.56M Buy
23,607
+394
+2% +$49.9K 1.36% 21
2024
Q4 		$3.12M Buy
23,213
+1,769
+8% +$244K 1.56% 17
2024
Q3 		$2.6M Sell
21,444
-2,059
-9% -$243K 1.3% 26
2024
Q2 		$2.9M Buy
23,503
+343
+1% +$34.7K 1.53% 19
2024
Q1 		$2.09M Sell
23,160
-10
-0% -$725 1.1% 34
2023
Q4 		$1.15M Sell
23,170
-460
-2% -$21.3K 0.66% 53
2023
Q3 		$1.03M Sell
23,630
-180
-0.8% -$8.06K 0.72% 50
2023
Q2 		$1.01M Sell
23,810
-1,490
-6% -$49.5K 0.69% 49
2023
Q1 		$703K Buy
25,300
+60
+0.2% +$1.3K 0.54% 56
2022
Q4 		$369K Buy
+25,240
New +$370K 0.3% 83

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Lodestone Wealth Management's NVDA Position: Q3 2026 in Review

Lodestone Wealth Management increased its NVIDIA (NVDA) stake by 0.78% in Q3 2026, buying an estimated $42.7K and bringing the position to 25,687 shares worth $5.87M. The position accounts for 1.97% of the portfolio, ranked #8.

Lodestone Wealth Management first reported a position in NVDA in Q4 2022 and has held it in 16 quarters since. 2,568 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Lodestone Wealth Management held 25,687 shares of NVIDIA worth $5.87M as of Q3 2026.
  • Lodestone Wealth Management bought 199 NVIDIA shares in Q3 2026, an estimated $42.7K.
  • NVIDIA made up 1.97% of Lodestone Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Lodestone Wealth Management first reported a position in NVIDIA in Q4 2022 and has held it in 16 quarters since.
  • 2,568 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.