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Keudell/Morrison Wealth Management’s NVIDIA NVDA Stock Holding History

Keudell/Morrison Wealth Management’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 		$4.53M Buy
22,661
+1,425
+7% +$293K 0.86% 24
2026
Q1 		$3.7M Buy
21,236
+108
+0.5% +$19.8K 0.76% 27
2025
Q4 		$3.94M Buy
+21,128
New +$3.93M 0.83% 25
2025
Q2 		$3.12M Sell
19,724
-1,182
-6% -$149K 0.69% 28
2025
Q1 		$2.27M Buy
20,906
+241
+1% +$30.5K 0.53% 34
2024
Q4 		$2.78M Sell
20,665
-41
-0.2% -$5.65K 0.72% 27
2024
Q3 		$2.51M Buy
20,706
+132
+0.6% +$15.6K 0.68% 30
2024
Q2 		$2.54M Buy
20,574
+444
+2% +$44.9K 0.74% 29
2024
Q1 		$1.82M Buy
20,130
+240
+1% +$17.4K 0.55% 39
2023
Q4 		$985K Buy
19,890
+5,270
+36% +$244K 0.33% 60
2023
Q3 		$636K Sell
14,620
-290
-2% -$13K 0.19% 81
2023
Q2 		$631K Sell
14,910
-540
-3% -$17.9K 0.18% 86
2023
Q1 		$429K Sell
15,450
-60
-0.4% -$1.3K 0.13% 108
2022
Q4 		$227K Buy
+15,510
New +$227K 0.07% 169
2022
Q2 		– Sell
-18,320
Closed -$500K – 182
2022
Q1 		$500K Sell
18,320
-1,380
-7% -$34.6K 0.21% 98
2021
Q4 		$579K Sell
19,700
-3,030
-13% -$83.4K 0.23% 90
2021
Q3 		$471K Buy
22,730
+290
+1% +$6.02K 0.2% 104
2021
Q2 		$449K Sell
22,440
-1,240
-5% -$19.9K 0.25% 103
2021
Q1 		$316K Sell
23,680
-480
-2% -$6.45K 0.18% 125
2020
Q4 		$315K Hold
24,160
– – 0.2% 120
2020
Q3 		$327K Sell
24,160
-1,480
-6% -$17.2K 0.21% 110
2020
Q2 		$244K Buy
+25,640
New +$207K 0.2% 123

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

Keudell/Morrison Wealth Management's NVDA Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its NVIDIA (NVDA) stake by 6.7% in Q2 2026, buying an estimated $293K and bringing the position to 22,661 shares worth $4.53M. The position accounts for 0.86% of the portfolio, ranked #24.

Keudell/Morrison Wealth Management first reported a position in NVDA in Q2 2020 and has held it in 22 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Keudell/Morrison Wealth Management held 22,661 shares of NVIDIA worth $4.53M as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 1,425 NVIDIA shares in Q2 2026, an estimated $293K.
  • NVIDIA made up 0.86% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Keudell/Morrison Wealth Management first reported a position in NVIDIA in Q2 2020 and has held it in 22 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.