MIM
NVDA icon

Marshall Investment Management’s NVIDIA NVDA Stock Holding History

Marshall Investment 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 		$5.57M Buy
27,849
+1,103
+4% +$227K 2.31% 14
2026
Q1 		$4.66M Buy
26,746
+855
+3% +$157K 2.24% 13
2025
Q4 		$4.83M Sell
25,891
-82
-0.3% -$15.3K 2.43% 13
2025
Q3 		$4.85M Buy
+25,973
New +$4.53M 2.57% 10
2025
Q2 		– Sell
-25,907
Closed -$2.81M – 160
2025
Q1 		$2.81M Sell
25,907
-2,293
-8% -$291K 1.74% 20
2024
Q4 		$3.42M Buy
+28,200
New +$3.89M 2.02% 19

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

Marshall Investment Management's NVDA Position: Q2 2026 in Review

Marshall Investment Management increased its NVIDIA (NVDA) stake by 4.1% in Q2 2026, buying an estimated $227K and bringing the position to 27,849 shares worth $5.57M. The position accounts for 2.31% of the portfolio, ranked #14.

Marshall Investment Management first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. 5,968 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Marshall Investment Management held 27,849 shares of NVIDIA worth $5.57M as of Q2 2026.
  • Marshall Investment Management bought 1,103 NVIDIA shares in Q2 2026, an estimated $227K.
  • NVIDIA made up 2.31% of Marshall Investment Management's portfolio in Q2 2026, its #14 holding.
  • Marshall Investment Management first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • 5,968 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.