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Marion Wealth Management’s NVIDIA NVDA Stock Holding History

Marion 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 		$3.81M Sell
19,035
-1,085
-5% -$223K 0.77% 30
2026
Q1 		$3.51M Sell
20,120
-306
-1% -$56.1K 0.78% 29
2025
Q4 		$3.83M Buy
20,426
+283
+1% +$52.7K 0.85% 29
2025
Q3 		$3.76M Sell
20,143
-613
-3% -$107K 0.89% 28
2025
Q2 		$3.28M Sell
20,756
-2,958
-12% -$372K 0.82% 31
2025
Q1 		$2.57M Sell
23,714
-1,035
-4% -$131K 0.69% 38
2024
Q4 		$3.32M Sell
24,749
-131
-0.5% -$18.1K 0.88% 29
2024
Q3 		$3.02M Sell
24,880
-1,839
-7% -$217K 0.81% 31
2024
Q2 		$3.3M Sell
26,719
-4,301
-14% -$435K 0.97% 28
2024
Q1 		$2.8M Sell
31,020
-2,790
-8% -$202K 0.84% 31
2023
Q4 		$1.67M Sell
33,810
-1,050
-3% -$48.7K 0.54% 49
2023
Q3 		$1.52M Buy
34,860
+3,040
+10% +$136K 0.53% 43
2023
Q2 		$1.35M Sell
31,820
-5,030
-14% -$167K 0.48% 45
2023
Q1 		$1.02M Buy
36,850
+20
+0.1% +$433 0.38% 55
2022
Q4 		$538K Buy
36,830
+740
+2% +$10.9K 0.23% 77
2022
Q3 		$438K Sell
36,090
-860
-2% -$13.6K 0.22% 79
2022
Q2 		$560K Buy
36,950
+5,950
+19% +$112K 0.29% 71
2022
Q1 		$846K Buy
31,000
+260
+0.8% +$6.52K 0.41% 57
2021
Q4 		$904K Buy
+30,740
New +$846K 0.43% 53

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

Marion Wealth Management's NVDA Position: Q2 2026 in Review

Marion Wealth Management reduced its NVIDIA (NVDA) stake by 5.4% in Q2 2026, selling an estimated $223K and leaving 19,035 shares worth $3.81M. The position accounts for 0.77% of the portfolio, ranked #30.

Marion Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.83M in Q4 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Marion Wealth Management held 19,035 shares of NVIDIA worth $3.81M as of Q2 2026.
  • Marion Wealth Management sold 1,085 NVIDIA shares in Q2 2026, an estimated $223K.
  • NVIDIA made up 0.77% of Marion Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Marion Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • Marion Wealth Management's NVIDIA position peaked at $3.83M in Q4 2025.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.