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Lorne Steinberg Wealth Management’s NVIDIA NVDA Stock Holding History

Lorne Steinberg 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 		$359K Buy
1,792
+290
+19% +$59.6K 0.07% 62
2026
Q1 		$262K Sell
1,502
-310
-17% -$56.9K 0.06% 66
2025
Q4 		$338K Sell
1,812
-830
-31% -$154K 0.08% 60
2025
Q3 		$493K Sell
2,642
-260
-9% -$45.3K 0.12% 59
2025
Q2 		$458K Sell
2,902
-50
-2% -$6.29K 0.12% 60
2025
Q1 		$320K Buy
2,952
+807
+38% +$102K 0.09% 63
2024
Q4 		$288K Hold
2,145
– – 0.08% 62
2024
Q3 		$260K Sell
2,145
-1,395
-39% -$165K 0.08% 65
2024
Q2 		$437K Sell
3,540
-250
-7% -$25.3K 0.14% 60
2024
Q1 		$342K Sell
3,790
-600
-14% -$43.5K 0.11% 65
2023
Q4 		$217K Buy
+4,390
New +$203K 0.07% 71

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lorne Steinberg Wealth Management's NVDA Position: Q2 2026 in Review

Lorne Steinberg Wealth Management increased its NVIDIA (NVDA) stake by 19% in Q2 2026, buying an estimated $59.6K and bringing the position to 1,792 shares worth $359K. The position accounts for 0.07% of the portfolio, ranked #62.

Lorne Steinberg Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $493K in Q3 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Lorne Steinberg Wealth Management held 1,792 shares of NVIDIA worth $359K as of Q2 2026.
  • Lorne Steinberg Wealth Management bought 290 NVIDIA shares in Q2 2026, an estimated $59.6K.
  • NVIDIA made up 0.07% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Lorne Steinberg Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • Lorne Steinberg Wealth Management's NVIDIA position peaked at $493K in Q3 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.