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Money Concepts Capital’s NVIDIA NVDA Stock Holding History

Money Concepts Capital’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 		$18.5M Sell
106,129
-2,870
-3% -$527K 1.02% 17
2025
Q4 		$20.3M Buy
108,999
+739
+0.7% +$138K 1.14% 14
2025
Q3 		$20.2M Buy
108,260
+28,142
+35% +$4.91M 1.25% 12
2025
Q2 		$12.7M Sell
80,118
-367
-0.5% -$46.2K 0.85% 20
2025
Q1 		$8.72M Buy
80,485
+6,935
+9% +$879K 0.65% 26
2024
Q4 		$9.88M Sell
73,550
-3,496
-5% -$482K 0.73% 24
2024
Q3 		$9.36M Buy
77,046
+8,206
+12% +$969K 0.71% 26
2024
Q2 		$8.5M Buy
68,840
+24,550
+55% +$2.48M 0.71% 25
2024
Q1 		$4M Buy
44,290
+4,660
+12% +$338K 0.37% 73
2023
Q4 		$1.96M Buy
39,630
+11,650
+42% +$540K 0.18% 137
2023
Q3 		$1.22M Buy
27,980
+950
+4% +$42.6K 0.13% 176
2023
Q2 		$1.14M Sell
27,030
-2,740
-9% -$91K 0.12% 189
2023
Q1 		$827K Sell
29,770
-298,790
-91% -$6.47M 0.05% 243
2022
Q4 		$4.8M Buy
328,560
+286,020
+672% +$4.19M 0.21% 92
2022
Q3 		$516K Sell
42,540
-104,160
-71% -$1.65M 0.03% 291
2022
Q2 		$2.13M Sell
146,700
-242,380
-62% -$4.57M 0.19% 124
2022
Q1 		$10.6M Buy
389,080
+257,530
+196% +$6.46M 0.6% 31
2021
Q4 		$3.87M Buy
+131,550
New +$3.62M 0.33% 69
2021
Q1 		$406K Buy
30,400
+1,520
+5% +$20.4K 0.03% 351
2020
Q4 		$377K Buy
+28,880
New +$387K 0.03% 327

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

Money Concepts Capital's NVDA Position: Q1 2026 in Review

Money Concepts Capital reduced its NVIDIA (NVDA) stake by 2.6% in Q1 2026, selling an estimated $527K and leaving 106,129 shares worth $18.5M. The position accounts for 1.02% of the portfolio, ranked #17.

Money Concepts Capital first reported a position in NVDA in Q4 2020 and has held it in 20 quarters since. The position peaked at $20.3M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Money Concepts Capital held 106,129 shares of NVIDIA worth $18.5M as of Q1 2026.
  • Money Concepts Capital sold 2,870 NVIDIA shares in Q1 2026, an estimated $527K.
  • NVIDIA made up 1.02% of Money Concepts Capital's portfolio in Q1 2026, its #17 holding.
  • Money Concepts Capital first reported a position in NVIDIA in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's NVIDIA position peaked at $20.3M in Q4 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.