LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA NVDA holdings history
NVIDIA CORP · CUSIP 67066G104 · CIK 932974
As of 2026-06-30, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported 1.90M NVDA (shares), valued at $380.56M, or 3.69% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares increased 4.68%; reported value increased 11.04%, and weight changed +0.26 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.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.69% | 1,901,921 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 3.43% | 1,816,826 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 2.97% | 1,740,319 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 2.82% | 1,765,585 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 2.38% | 1,707,217 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 1.56% | 1,557,838 | SEC filing ↗Filed Apr 24, 2025 |
| Q4 2024 | 1.37% | 1,348,744 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 1.61% | 1,285,011 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 1.45% | 1,247,517 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 0.97% | 122,412 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 0.72% | 118,704 | SEC filing ↗Filed Feb 1, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.72% | 118,704 | $73.04M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 1, 2024 |
| Q1 2024 | 0.97% | 122,412 | $97.34M | Shares increased 3.12%; reported value increased 33.28%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 1.45% | 1,247,517 | $157.64M | Shares increased 919.11%; reported value increased 61.94%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 1.61% | 1,285,011 | $180.43M | Shares increased 3.01%; reported value increased 14.46%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 1.37% | 1,348,744 | $159.72M | Shares increased 4.96%; reported value decreased 11.48%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 1.56% | 1,557,838 | $160.01M | Shares increased 15.50%; reported value increased 0.18%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2025 |
| Q2 2025 | 2.38% | 1,707,217 | $269.72M | Shares increased 9.59%; reported value increased 68.57%, and weight changed +0.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 2.82% | 1,765,585 | $321.62M | Shares increased 3.42%; reported value increased 19.24%, and weight changed +0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 2.97% | 1,740,319 | $328.08M | Shares decreased 1.43%; reported value increased 2.01%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 3.43% | 1,816,826 | $342.71M | Shares increased 4.40%; reported value increased 4.46%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 3.69% | 1,901,921 | $380.56M | Shares increased 4.68%; reported value increased 11.04%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2026 |
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