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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Luminvest Wealth Management's NVDA Position: Q1 2026 in Review

Luminvest Wealth Management reduced its NVIDIA (NVDA) stake by 78% in Q1 2026, selling an estimated $1.1M and leaving 1,665 shares worth $290K. The position accounts for 0.08% of the portfolio, ranked #42.

Luminvest Wealth Management first reported a position in NVDA in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Luminvest Wealth Management held 1,665 shares of NVIDIA worth $290K as of Q1 2026.
  • Luminvest Wealth Management sold 6,000 NVIDIA shares in Q1 2026, an estimated $1.1M.
  • NVIDIA made up 0.08% of Luminvest Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Luminvest Wealth Management first reported a position in NVIDIA in Q1 2024 and has held it in 7 quarters since.
  • Luminvest Wealth Management's NVIDIA position peaked at $1.43M in Q4 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.