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Marks Group Wealth Management’s NVIDIA NVDA Stock Holding History

Marks Group 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
Q1 		$12.9M Sell
74,065
-20,044
-21% -$3.68M 1.25% 12
2025
Q4 		$17.6M Buy
94,109
+36,232
+63% +$6.74M 1.68% 5
2025
Q3 		$10.8M Buy
57,877
+34,436
+147% +$6M 1% 17
2025
Q2 		$3.7M Buy
23,441
+585
+3% +$73.6K 0.34% 91
2025
Q1 		$2.48M Sell
22,856
-464
-2% -$58.8K 0.24% 105
2024
Q4 		$3.13M Buy
23,320
+11
+0% +$1.52K 0.31% 97
2024
Q3 		$2.83M Buy
23,309
+2,017
+9% +$238K 0.27% 102
2024
Q2 		$2.63M Sell
21,292
-188
-0.9% -$19K 0.28% 97
2024
Q1 		$1.94M Buy
21,480
+340
+2% +$24.6K 0.2% 123
2023
Q4 		$1.05M Buy
21,140
+10,630
+101% +$493K 0.12% 166
2023
Q3 		$457K Sell
10,510
-640
-6% -$28.7K 0.06% 212
2023
Q2 		$472K Buy
11,150
+700
+7% +$23.2K 0.06% 212
2023
Q1 		$290K Sell
10,450
-3,860
-27% -$83.5K 0.04% 249
2022
Q4 		$209K Buy
+14,310
New +$210K 0.03% 268
2022
Q3 		– Sell
-13,680
Closed -$207K – 291
2022
Q2 		$207K Buy
13,680
+1,640
+14% +$31K 0.03% 278
2022
Q1 		$329K Buy
12,040
+2,800
+30% +$70.2K 0.04% 264
2021
Q4 		$271K Sell
9,240
-960
-9% -$26.4K 0.03% 279
2021
Q3 		$212K Sell
10,200
-160
-2% -$3.32K 0.03% 276
2021
Q2 		$208K Buy
+10,360
New +$166K 0.03% 254
2021
Q1 		– Sell
-15,840
Closed -$207K – 262
2020
Q4 		$207K Buy
15,840
+80
+0.5% +$1.07K 0.03% 243
2020
Q3 		$213K Sell
15,760
-6,400
-29% -$74.5K 0.04% 225
2020
Q2 		$211K Buy
+22,160
New +$179K 0.04% 220

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marks Group Wealth Management's NVDA Position: Q1 2026 in Review

Marks Group Wealth Management reduced its NVIDIA (NVDA) stake by 21% in Q1 2026, selling an estimated $3.68M and leaving 74,065 shares worth $12.9M. The position accounts for 1.25% of the portfolio, ranked #12.

Marks Group Wealth Management first reported a position in NVDA in Q2 2020 and has held it in 22 quarters since. The position peaked at $17.6M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Marks Group Wealth Management held 74,065 shares of NVIDIA worth $12.9M as of Q1 2026.
  • Marks Group Wealth Management sold 20,044 NVIDIA shares in Q1 2026, an estimated $3.68M.
  • NVIDIA made up 1.25% of Marks Group Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Marks Group Wealth Management first reported a position in NVIDIA in Q2 2020 and has held it in 22 quarters since.
  • Marks Group Wealth Management's NVIDIA position peaked at $17.6M in Q4 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.