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M Wealth Management LLC’s NVIDIA NVDA Stock Holding History

M Wealth Management LLC’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 		$505K Buy
2,525
+20
+0.8% +$4.11K 0.4% 37
2026
Q1 		$437K Buy
2,505
+975
+64% +$179K 0.37% 34
2025
Q4 		$285K Hold
1,530
– – 0.25% 43
2025
Q3 		$285K Hold
1,530
– – 0.25% 39
2025
Q2 		$242K Buy
+1,530
New +$193K 0.22% 40

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

M Wealth Management LLC's NVDA Position: Q2 2026 in Review

M Wealth Management LLC increased its NVIDIA (NVDA) stake by 0.8% in Q2 2026, buying an estimated $4.11K and bringing the position to 2,525 shares worth $505K. The position accounts for 0.4% of the portfolio, ranked #37.

M Wealth Management LLC first reported a position in NVDA in Q2 2025 and has held it in 5 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • M Wealth Management LLC held 2,525 shares of NVIDIA worth $505K as of Q2 2026.
  • M Wealth Management LLC bought 20 NVIDIA shares in Q2 2026, an estimated $4.11K.
  • NVIDIA made up 0.4% of M Wealth Management LLC's portfolio in Q2 2026, its #37 holding.
  • M Wealth Management LLC first reported a position in NVIDIA in Q2 2025 and has held it in 5 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.