Lord & Richards Wealth Management’s NVIDIA NVDA Stock Holding History

Lord & Richards 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 Q2	$2.66M	Sell	13,307 -1,033	-7%	-$212K	2.08%	12
2026 Q1	$2.5M	Sell	14,340 -222	-2%	-$40.7K	2.19%	12
2025 Q4	$2.72M	Sell	14,562 -2,864	-16%	-$533K	2.33%	11
2025 Q3	$3.25M	Sell	17,426 -2,445	-12%	-$426K	2.98%	8
2025 Q2	$3.14M	Buy	19,871 +2,823	+17%	+$355K	3.28%	8
2025 Q1	$1.85M	Buy	17,048 +11,152	+189%	+$1.41M	2.09%	10
2024 Q4	$792K	Buy	+5,896	New	+$813K	1.67%	18

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Lord & Richards Wealth Management's NVDA Position: Q2 2026 in Review

Lord & Richards Wealth Management reduced its NVIDIA (NVDA) stake by 7.2% in Q2 2026, selling an estimated $212K and leaving 13,307 shares worth $2.66M. The position accounts for 2.08% of the portfolio, ranked #12.

Lord & Richards Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.25M in Q3 2025. 1,798 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Lord & Richards Wealth Management held 13,307 shares of NVIDIA worth $2.66M as of Q2 2026.
Lord & Richards Wealth Management sold 1,033 NVIDIA shares in Q2 2026, an estimated $212K.
NVIDIA made up 2.08% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #12 holding.
Lord & Richards Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
Lord & Richards Wealth Management's NVIDIA position peaked at $3.25M in Q3 2025.
1,798 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.