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Montz Harcus Wealth Management’s NVIDIA NVDA Stock Holding History

Montz Harcus 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 		$3.23M Sell
18,526
-562
-3% -$103K 1.3% 18
2025
Q4 		$3.56M Sell
19,088
-378
-2% -$70.4K 1.44% 18
2025
Q3 		$3.63M Buy
19,466
+17
+0.1% +$2.96K 1.59% 16
2025
Q2 		$3.07M Buy
19,449
+226
+1% +$28.4K 1.48% 17
2025
Q1 		$2.08M Buy
19,223
+754
+4% +$95.6K 1.14% 18
2024
Q4 		$2.48M Buy
18,469
+583
+3% +$80.4K 1.39% 16
2024
Q3 		$2.17M Buy
17,886
+262
+1% +$30.9K 1.27% 15
2024
Q2 		$2.18M Sell
17,624
-446
-2% -$45.1K 1.41% 15
2024
Q1 		$1.63M Sell
18,070
-770
-4% -$55.8K 1.1% 17
2023
Q4 		$933K Buy
18,840
+1,600
+9% +$74.1K 0.71% 22
2023
Q3 		$750K Buy
17,240
+140
+0.8% +$6.27K 0.64% 20
2023
Q2 		$724K Sell
17,100
-3,310
-16% -$110K 0.6% 22
2023
Q1 		$567K Buy
20,410
+450
+2% +$9.74K 0.52% 24
2022
Q4 		$292K Hold
19,960
– – 0.29% 41
2022
Q3 		$242K Buy
19,960
+3,030
+18% +$47.9K 0.27% 43
2022
Q2 		$257K Buy
16,930
+530
+3% +$10K 0.27% 43
2022
Q1 		$448K Buy
16,400
+1,320
+9% +$33.1K 0.4% 29
2021
Q4 		$444K Buy
+15,080
New +$415K 0.39% 29

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

Montz Harcus Wealth Management's NVDA Position: Q1 2026 in Review

Montz Harcus Wealth Management reduced its NVIDIA (NVDA) stake by 2.9% in Q1 2026, selling an estimated $103K and leaving 18,526 shares worth $3.23M. The position accounts for 1.3% of the portfolio, ranked #18.

Montz Harcus Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.63M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Montz Harcus Wealth Management held 18,526 shares of NVIDIA worth $3.23M as of Q1 2026.
  • Montz Harcus Wealth Management sold 562 NVIDIA shares in Q1 2026, an estimated $103K.
  • NVIDIA made up 1.3% of Montz Harcus Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Montz Harcus Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 18 quarters since.
  • Montz Harcus Wealth Management's NVIDIA position peaked at $3.63M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.