NVDA β€” NVIDIA CORPORATION

Ownership history in Legacy Wealth Management, LLC / MS  Β·  6 quarters on record

AI Ownership Summary

Legacy Wealth Management, LLC / MS reported NVIDIA CORPORATION (NVDA) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 18.22% in 2026 Q1. The latest visible filing shows NVDA at 18.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Management, LLC / MS's position in NVIDIA CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NVDA was reported at 18.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
18.22% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Legacy Wealth Management, LLC / MS held NVDA β€” position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 366,589 +1,746 +0.5% 18.22% $63.9M 2026-04-10 $188.63
2025 Q4 ADDED 364,843 +44,407 +13.9% 18.17% $68.0M 2026-01-05 $188.11
2025 Q3 ADDED 320,436 +1,212 +0.4% 18.00% $59.8M 2025-10-23 $182.14
2025 Q2 ADDED 319,224 +272,931 +589.6% 15.34% $50.4M 2025-07-01 $153.27
2025 Q1 ADDED 46,293 +18,956 +69.3% 1.64% $5.0M 2025-04-03 $101.78
2024 Q4 INITIATED 27,337 β€” β€” 1.46% $3.7M 2025-01-06 $149.38

FAQ About Legacy Wealth Management, LLC / MS and NVDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Wealth Management, LLC / MS reported owning NVDA?

Legacy Wealth Management, LLC / MS reported NVDA across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported NVDA position in Legacy Wealth Management, LLC / MS's portfolio?

The largest reported portfolio weight for NVDA was 18.22% in 2026 Q1.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Management, LLC / MS reported 366,589 shares, equal to 18.22% of portfolio, with an estimated market value of $63.9M.

What does the chart on this NVDA ownership page compare?

The chart compares Legacy Wealth Management, LLC / MS's quarterly NVDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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