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Lutz Financial Services’s NVIDIA NVDA Stock Holding History

Lutz Financial Services’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 		$2.23M Buy
11,121
+836
+8% +$172K 0.14% 51
2026
Q1 		$1.79M Buy
10,285
+31
+0.3% +$5.69K 0.12% 53
2025
Q4 		$1.91M Sell
10,254
-370
-3% -$68.9K 0.13% 54
2025
Q3 		$1.98M Sell
10,624
-46
-0.4% -$8.02K 0.14% 51
2025
Q2 		$1.69M Sell
10,670
-103
-1% -$13K 0.13% 53
2025
Q1 		$1.17M Sell
10,773
-769
-7% -$97.5K 0.1% 56
2024
Q4 		$1.55M Buy
11,542
+845
+8% +$116K 0.13% 53
2024
Q3 		$1.3M Buy
10,697
+1,191
+13% +$141K 0.11% 54
2024
Q2 		$1.17M Buy
9,506
+2,376
+33% +$240K 0.1% 55
2024
Q1 		$644K Buy
7,130
+720
+11% +$52.2K 0.06% 67
2023
Q4 		$317K Sell
6,410
-1,020
-14% -$47.3K 0.03% 72
2023
Q3 		$323K Buy
7,430
+440
+6% +$19.7K 0.04% 67
2023
Q2 		$296K Buy
+6,990
New +$232K 0.03% 69

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

Lutz Financial Services's NVDA Position: Q2 2026 in Review

Lutz Financial Services increased its NVIDIA (NVDA) stake by 8.1% in Q2 2026, buying an estimated $172K and bringing the position to 11,121 shares worth $2.23M. The position accounts for 0.14% of the portfolio, ranked #51.

Lutz Financial Services first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 5,967 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Lutz Financial Services held 11,121 shares of NVIDIA worth $2.23M as of Q2 2026.
  • Lutz Financial Services bought 836 NVIDIA shares in Q2 2026, an estimated $172K.
  • NVIDIA made up 0.14% of Lutz Financial Services's portfolio in Q2 2026, its #51 holding.
  • Lutz Financial Services first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
  • 5,967 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.