M Wealth Management LLC
NVDA icon

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
Q3 		$577K Hold
2,525
– – 0.44% 36
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

M Wealth Management LLC's NVDA Position: Q3 2026 in Review

M Wealth Management LLC held its NVIDIA (NVDA) position steady in Q3 2026 at 2,525 shares worth $577K. The position accounts for 0.44% of the portfolio, ranked #36.

M Wealth Management LLC first reported a position in NVDA in Q2 2025 and has held it in 6 quarters since. 3,682 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • M Wealth Management LLC held 2,525 shares of NVIDIA worth $577K as of Q3 2026.
  • M Wealth Management LLC left its NVIDIA share count unchanged in Q3 2026.
  • NVIDIA made up 0.44% of M Wealth Management LLC's portfolio in Q3 2026, its #36 holding.
  • M Wealth Management LLC first reported a position in NVIDIA in Q2 2025 and has held it in 6 quarters since.
  • 3,682 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.