Manager × security

Legacy Trust NVDA holdings history

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NVIDIA CORP · CUSIP 67066G104 · CIK 1772483

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Legacy Trust reported 37.35K NVDA (shares), valued at $7.47M, or 1.32% of its reported non-derivative portfolio. Filed 2026-07-31.

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Portfolio weight and quantity history
Reported portfolio weight
1.32%
Shares
37.35K
37,353
Reported value
$7.47M
USD

Shares decreased 50.16%; reported value decreased 42.82%, and weight changed -1.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20261.32%37,353SEC filing ↗Filed Jul 31, 2026
Q1 20262.50%74,948SEC filing ↗Filed Apr 14, 2026
Q4 20253.05%87,373SEC filing ↗Filed Jan 22, 2026
Q3 20253.29%89,466SEC filing ↗Filed Oct 24, 2025
Q2 20251.04%26,875SEC filing ↗Filed Jul 22, 2025
Q1 20250.74%28,399SEC filing ↗Filed Apr 16, 2025
Q4 20240.88%28,313SEC filing ↗Filed Jan 23, 2025
Q3 20240.88%31,405SEC filing ↗Filed Oct 29, 2024
Q2 20240.91%29,539SEC filing ↗Filed Jul 16, 2024
Q1 20240.64%2,839SEC filing ↗Filed Apr 23, 2024
Q4 20230.43%3,351SEC filing ↗Filed Jan 24, 2024
Q3 20230.50%3,964SEC filing ↗Filed Oct 16, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20230.50%3,964$1.72MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Oct 16, 2023
Q4 20230.43%3,351$1.66MShares decreased 15.46%; reported value decreased 3.76%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 24, 2024
Q1 20240.64%2,839$2.57MShares decreased 15.28%; reported value increased 54.58%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 23, 2024
Q2 20240.91%29,539$3.65MShares increased 940.47%; reported value increased 42.26%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 16, 2024
Q3 20240.88%31,405$3.81MShares increased 6.32%; reported value increased 4.51%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 29, 2024
Q4 20240.88%28,313$3.80MShares decreased 9.85%; reported value decreased 0.31%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 23, 2025
Q1 20250.74%28,399$3.08MShares increased 0.30%; reported value decreased 19.05%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 16, 2025
Q2 20251.04%26,875$4.25MShares decreased 5.37%; reported value increased 37.95%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 22, 2025
Q3 20253.29%89,466$16.69MShares increased 232.90%; reported value increased 293.14%, and weight changed +2.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 24, 2025
Q4 20253.05%87,373$16.30MShares decreased 2.34%; reported value decreased 2.38%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 22, 2026
Q1 20262.50%74,948$13.07MShares decreased 14.22%; reported value decreased 19.79%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 14, 2026
Q2 20261.32%37,353$7.47MShares decreased 50.16%; reported value decreased 42.82%, and weight changed -1.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 31, 2026
Legacy Trust · NVIDIA CORP

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

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