NVIDIA Corporation $NVDA is Laurel Oak Wealth Management LLC’s 2nd Largest Position

Posted by Brian Himes on Jul 4th, 2026

Laurel Oak Wealth Management LLC lessened its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 3.2% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 144,401 shares of the computer hardware maker’s stock after selling 4,773 shares during the period. NVIDIA makes up approximately 4.2% of Laurel Oak Wealth Management LLC’s investment portfolio, making the stock its 2nd largest position. Laurel Oak Wealth Management LLC’s holdings in NVIDIA were worth $25,184,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Lifetime Wealth Management P.C. purchased a new stake in shares of NVIDIA in the fourth quarter valued at about $26,000. Longview Financial Advisors Inc. purchased a new position in shares of NVIDIA during the 1st quarter worth approximately $27,000. Longfellow Investment Management Co. LLC increased its stake in shares of NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares in the last quarter. Inspire Investing LLC acquired a new position in shares of NVIDIA during the 4th quarter worth approximately $44,000. Finally, AlphaCentric Advisors LLC acquired a new position in shares of NVIDIA during the 4th quarter worth approximately $45,000. 65.27% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

NVDA has been the topic of a number of analyst reports. The Goldman Sachs Group reiterated a “buy” rating and set a $285.00 target price (up from $250.00) on shares of NVIDIA in a report on Wednesday, May 20th. Citigroup started coverage on NVIDIA in a report on Wednesday, April 15th. They issued a “buy” rating for the company. DZ Bank restated a “buy” rating on shares of NVIDIA in a research report on Thursday, May 21st. Wolfe Research reiterated an “outperform” rating and set a $275.00 price objective on shares of NVIDIA in a research report on Thursday, May 21st. Finally, BTIG Research initiated coverage on shares of NVIDIA in a research note on Wednesday, April 15th. They issued a “buy” rating for the company. Three investment analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and an average price target of $303.84.

Get Our Latest Stock Report on NVIDIA

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: NVIDIA continues to draw bullish long-term calls, with multiple articles pointing to strong AI demand, deep ecosystem positioning, and forward growth potential despite the recent pullback. Nvidia: The Drawdown Is An Opportunity To Pounce
Positive Sentiment: The company unveiled a revenue-sharing program that gives AI startups access to GPU compute in exchange for a share of future revenue, which could expand NVIDIA’s customer base and lock in longer-term demand for its infrastructure. Nvidia offers start-up customers chance to swap compute power for revenue share
Positive Sentiment: Several pieces highlighted NVIDIA’s AI partnerships and infrastructure role, including collaborations around AI-RAN and sovereign AI, reinforcing its central position in the AI buildout. The Palantir-Nvidia Sovereign AI Deal Will Reshape Who Wins the AI Infrastructure Race
Neutral Sentiment: Analysts and commentators remain split, with some saying the AI trade is becoming more selective and profitability will matter more than momentum, which supports stock-picking over broad enthusiasm for semis. Top Invesco Analyst: The AI Trade That “Lifted All Boats” Is Over
Neutral Sentiment: There is also recurring debate about valuation and whether NVIDIA can regain momentum in the second half of 2026, suggesting investors are waiting for stronger evidence before bidding the stock higher again. Can Nvidia regain its momentum in the second half of 2026?
Neutral Sentiment: Other articles focused on CEO Jensen Huang’s leather jacket auction and general market commentary, which are not likely to have a direct material impact on the stock. Nvidia CEO Jensen Huang’s leather jacket heads to auction at Sotheby’s
Negative Sentiment: The near-term tone is weighed down by articles noting that NVIDIA shares have been declining and that AI chipmakers recently lost significant market value, reflecting profit-taking and a broader semiconductor selloff. Top AI chipmakers wipe $137 billion in a day; Here’s why
Negative Sentiment: Several pieces also note growing competition from custom chips and hyperscaler efforts, plus concerns that AI capacity will catch up to demand, which could pressure NVIDIA’s growth multiple over time. Nvidia Believes Artificial Intelligence (AI) Capex Will Reach $3 Trillion to $4 Trillion by 2030

Insider Buying and Selling at NVIDIA

In other news, Director John Dabiri sold 625 shares of the stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $214.00, for a total transaction of $133,750.00. Following the transaction, the director directly owned 14,163 shares in the company, valued at $3,030,882. This represents a 4.23% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen C. Neal sold 15,500 shares of the firm’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total transaction of $3,343,815.00. Following the completion of the sale, the director directly owned 116,135 shares in the company, valued at $25,053,803.55. This represents a 11.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 1,901,125 shares of company stock worth $410,583,015 in the last 90 days. 3.94% of the stock is owned by company insiders.

NVIDIA Stock Performance

Shares of NVDA opened at $194.83 on Friday. NVIDIA Corporation has a fifty-two week low of $157.34 and a fifty-two week high of $236.54. The company has a market capitalization of $4.71 trillion, a PE ratio of 29.84, a price-to-earnings-growth ratio of 0.43 and a beta of 2.21. The stock has a fifty day moving average of $210.22 and a two-hundred day moving average of $193.51. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44.

NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its quarterly earnings data on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.76 by $0.11. The business had revenue of $81.61 billion for the quarter, compared to analysts’ expectations of $78.42 billion. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The business’s revenue was up 85.2% on a year-over-year basis. During the same quarter last year, the firm earned $0.81 earnings per share. As a group, analysts forecast that NVIDIA Corporation will post 8.69 EPS for the current year.

NVIDIA Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, June 26th. Shareholders of record on Thursday, June 4th were paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend was Thursday, June 4th. This is a positive change from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s dividend payout ratio is 15.31%.

NVIDIA declared that its Board of Directors has authorized a share buyback plan on Wednesday, May 20th that authorizes the company to repurchase $80.00 billion in outstanding shares. This repurchase authorization authorizes the computer hardware maker to buy up to 1.5% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s leadership believes its shares are undervalued.

About NVIDIA

(Free Report)

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.