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Luminvest Wealth Management’s NVIDIA NVDA Stock Holding History

Luminvest 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 		$696K Buy
3,478
+1,813
+109% +$373K 0.16% 31
2026
Q1 		$290K Sell
1,665
-6,000
-78% -$1.1M 0.08% 42
2025
Q4 		$1.43M Buy
7,665
+6,200
+423% +$1.15M 0.4% 20
2025
Q3 		$273K Hold
1,465
– – 0.09% 36
2025
Q2 		$231K Buy
+1,465
New +$184K 0.08% 36
2024
Q4 		– Sell
-2,290
Closed -$278K – 34
2024
Q3 		$278K Hold
2,290
– – 0.12% 29
2024
Q2 		$257K Sell
2,290
-14,210
-86% -$1.44M 0.12% 30
2024
Q1 		$204K Buy
+16,500
New +$1.2M 0.13% 22

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

Luminvest Wealth Management's NVDA Position: Q2 2026 in Review

Luminvest Wealth Management increased its NVIDIA (NVDA) stake by 109% in Q2 2026, buying an estimated $373K and bringing the position to 3,478 shares worth $696K. The position accounts for 0.16% of the portfolio, ranked #31.

Luminvest Wealth Management first reported a position in NVDA in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.43M in Q4 2025. 5,967 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Luminvest Wealth Management held 3,478 shares of NVIDIA worth $696K as of Q2 2026.
  • Luminvest Wealth Management bought 1,813 NVIDIA shares in Q2 2026, an estimated $373K.
  • NVIDIA made up 0.16% of Luminvest Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Luminvest Wealth Management first reported a position in NVIDIA in Q1 2024 and has held it in 8 quarters since.
  • Luminvest Wealth Management's NVIDIA position peaked at $1.43M in Q4 2025.
  • 5,967 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Luminvest Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.