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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lutz Financial Services's NVDA Position: Q1 2026 in Review

Lutz Financial Services increased its NVIDIA (NVDA) stake by 0.3% in Q1 2026, buying an estimated $5.69K and bringing the position to 10,285 shares worth $1.79M. The position accounts for 0.12% of the portfolio, ranked #53.

Lutz Financial Services first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.98M in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Lutz Financial Services held 10,285 shares of NVIDIA worth $1.79M as of Q1 2026.
Lutz Financial Services bought 31 NVIDIA shares in Q1 2026, an estimated $5.69K.
NVIDIA made up 0.12% of Lutz Financial Services's portfolio in Q1 2026, its #53 holding.
Lutz Financial Services first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
Lutz Financial Services's NVIDIA position peaked at $1.98M in Q3 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.