TLA
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Tanglewood Legacy Advisors’s NVIDIA NVDA Stock Holding History

Tanglewood Legacy Advisors’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 		$567K Hold
2,836
– – 0.18% 73
2026
Q1 		$495K Buy
2,836
+2,401
+552% +$440K 0.18% 72
2025
Q4 		$81.1K Hold
435
– – 0.03% 141
2025
Q3 		$81.2K Sell
435
-210
-33% -$36.6K 0.03% 140
2025
Q2 		$102K Sell
645
-251
-28% -$31.6K 0.04% 128
2025
Q1 		$97.1K Sell
896
-110
-11% -$13.9K 0.04% 132
2024
Q4 		$135K Hold
1,006
– – 0.06% 108
2024
Q3 		$122K Sell
1,006
-325
-24% -$38.4K 0.05% 109
2024
Q2 		$164K Buy
1,331
+21
+2% +$2.12K 0.08% 97
2024
Q1 		$118K Buy
1,310
+150
+13% +$10.9K 0.06% 109
2023
Q4 		$57.4K Hold
1,160
– – 0.03% 143
2023
Q3 		$50.5K Hold
1,160
– – 0.03% 154
2023
Q2 		$49.1K Hold
1,160
– – 0.03% 164
2023
Q1 		$32.2K Hold
1,160
– – 0.02% 182
2022
Q4 		$17K Buy
+1,160
New +$17K 0.01% 193

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

Tanglewood Legacy Advisors's NVDA Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its NVIDIA (NVDA) position steady in Q2 2026 at 2,836 shares worth $567K. The position accounts for 0.18% of the portfolio, ranked #73.

Tanglewood Legacy Advisors first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Tanglewood Legacy Advisors held 2,836 shares of NVIDIA worth $567K as of Q2 2026.
  • Tanglewood Legacy Advisors left its NVIDIA share count unchanged in Q2 2026.
  • NVIDIA made up 0.18% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #73 holding.
  • Tanglewood Legacy Advisors first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.