MGB Wealth Management’s NVIDIA NVDA Stock Holding History

MGB 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
2025 Q4	$9.54M	Sell	51,109 -4,103	-7%	-$764K	2.73%	7
2025 Q3	$10.3M	Buy	55,212 +342	+0.6%	+$59.6K	2.9%	6
2025 Q2	$8.67M	Sell	54,870 -5,403	-9%	-$680K	2.86%	6
2025 Q1	$6.56M	Buy	60,273 +97	+0.2%	+$12.3K	2.37%	6
2024 Q4	$8.14M	Buy	60,176 +2,086	+4%	+$288K	2.53%	6
2024 Q3	$7.05M	Sell	58,090 -2,910	-5%	-$344K	2.56%	4
2024 Q2	$7.85M	Sell	61,000 -660	-1%	-$66.7K	2.94%	5
2024 Q1	$5.57M	Sell	61,660 -380	-0.6%	-$27.5K	2.26%	6
2023 Q4	$3.07M	Buy	+62,040	New	+$2.88M	1.54%	10

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

MGB Wealth Management's NVDA Position: Q4 2025 in Review

MGB Wealth Management reduced its NVIDIA (NVDA) stake by 7.4% in Q4 2025, selling an estimated $764K and leaving 51,109 shares worth $9.54M. The position accounts for 2.73% of the portfolio, ranked #7.

MGB Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 9 quarters since. The position peaked at $10.3M in Q3 2025. 5,836 funds tracked by Wall St. Rank hold NVDA as of Q4 2025.

MGB Wealth Management held 51,109 shares of NVIDIA worth $9.54M as of Q4 2025.
MGB Wealth Management sold 4,103 NVIDIA shares in Q4 2025, an estimated $764K.
NVIDIA made up 2.73% of MGB Wealth Management's portfolio in Q4 2025, its #7 holding.
MGB Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's NVIDIA position peaked at $10.3M in Q3 2025.
5,836 funds tracked by Wall St. Rank held NVIDIA as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.