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Moran Wealth Management’s NVIDIA NVDA Stock Holding History

Moran 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 		$54.6M Sell
313,149
-3,765
-1% -$691K 1.67% 3
2025
Q4 		$59.1M Sell
316,914
-1,557
-0.5% -$290K 1.81% 3
2025
Q3 		$59.4M Buy
318,471
+10,524
+3% +$1.83M 1.79% 4
2025
Q2 		$48.7M Sell
307,947
-617
-0.2% -$77.6K 1.5% 5
2025
Q1 		$33.4M Buy
308,564
+55,408
+22% +$7.02M 1.12% 12
2024
Q4 		$34M Sell
253,156
-3,861
-2% -$532K 1.08% 12
2024
Q3 		$31.2M Sell
257,017
-8,089
-3% -$955K 0.96% 17
2024
Q2 		$32.8M Sell
265,106
-3,364
-1% -$340K 1.08% 14
2024
Q1 		$24.3M Buy
268,470
+33,920
+14% +$2.46M 0.79% 28
2023
Q4 		$11.6M Buy
234,550
+211,940
+937% +$9.82M 0.41% 81
2023
Q3 		$984K Sell
22,610
-1,800
-7% -$80.6K 0.04% 265
2023
Q2 		$1.03M Buy
24,410
+8,440
+53% +$280K 0.04% 250
2023
Q1 		$444K Sell
15,970
-6,840
-30% -$148K 0.02% 304
2022
Q4 		$333K Buy
+22,810
New +$335K 0.01% 318

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

Moran Wealth Management's NVDA Position: Q1 2026 in Review

Moran Wealth Management reduced its NVIDIA (NVDA) stake by 1.2% in Q1 2026, selling an estimated $691K and leaving 313,149 shares worth $54.6M. The position accounts for 1.67% of the portfolio, ranked #3.

Moran Wealth Management first reported a position in NVDA in Q4 2022 and has held it in 14 quarters since. The position peaked at $59.4M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Moran Wealth Management held 313,149 shares of NVIDIA worth $54.6M as of Q1 2026.
  • Moran Wealth Management sold 3,765 NVIDIA shares in Q1 2026, an estimated $691K.
  • NVIDIA made up 1.67% of Moran Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Moran Wealth Management first reported a position in NVIDIA in Q4 2022 and has held it in 14 quarters since.
  • Moran Wealth Management's NVIDIA position peaked at $59.4M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.