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MorganRosel Wealth Management’s NVIDIA NVDA Stock Holding History

MorganRosel 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 		$1.14M Sell
6,521
-89
-1% -$16.3K 0.45% 38
2025
Q4 		$1.23M Sell
6,610
-11
-0.2% -$2.05K 0.31% 51
2025
Q3 		$1.24M Buy
6,621
+981
+17% +$171K 0.32% 50
2025
Q2 		$891K Sell
5,640
-6
-0.1% -$755 0.24% 64
2025
Q1 		$612K Sell
5,646
-1,953
-26% -$248K 0.19% 70
2024
Q4 		$1.02M Buy
7,599
+1,959
+35% +$270K 0.33% 54
2024
Q3 		$685K Sell
5,640
-1,530
-21% -$181K 0.23% 70
2024
Q2 		$886K Buy
7,170
+90
+1% +$9.1K 0.31% 59
2024
Q1 		$640K Sell
7,080
-1,290
-15% -$93.5K 0.23% 73
2023
Q4 		$414K Hold
8,370
– – 0.16% 76
2023
Q3 		$364K Sell
8,370
-740
-8% -$33.2K 0.15% 79
2023
Q2 		$385K Sell
9,110
-2,300
-20% -$76.4K 0.16% 79
2023
Q1 		$317K Buy
+11,410
New +$247K 0.14% 80
2022
Q3 		– Sell
-17,900
Closed -$271K – 101
2022
Q2 		$271K Buy
17,900
+8,000
+81% +$151K 0.15% 81
2022
Q1 		$270K Sell
9,900
-5,000
-34% -$125K 0.13% 80
2021
Q4 		$438K Sell
14,900
-1,820
-11% -$50.1K 0.21% 64
2021
Q3 		$346K Sell
16,720
-1,200
-7% -$24.9K 0.19% 73
2021
Q2 		$358K Sell
17,920
-1,880
-9% -$30.1K 0.2% 68
2021
Q1 		$264K Buy
+19,800
New +$266K 0.17% 72

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

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

MorganRosel Wealth Management reduced its NVIDIA (NVDA) stake by 1.3% in Q1 2026, selling an estimated $16.3K and leaving 6,521 shares worth $1.14M. The position accounts for 0.45% of the portfolio, ranked #38.

MorganRosel Wealth Management first reported a position in NVDA in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.24M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • MorganRosel Wealth Management held 6,521 shares of NVIDIA worth $1.14M as of Q1 2026.
  • MorganRosel Wealth Management sold 89 NVIDIA shares in Q1 2026, an estimated $16.3K.
  • NVIDIA made up 0.45% of MorganRosel Wealth Management's portfolio in Q1 2026, its #38 holding.
  • MorganRosel Wealth Management first reported a position in NVIDIA in Q1 2021 and has held it in 19 quarters since.
  • MorganRosel Wealth Management's NVIDIA position peaked at $1.24M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.