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Morling Financial Advisors’s NVIDIA NVDA Stock Holding History

Morling Financial Advisors’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
Q2 		$2.45M Sell
12,223
-1,179
-9% -$242K 0.68% 19
2026
Q1 		$2.34M Buy
13,402
+1,548
+13% +$284K 0.72% 18
2025
Q4 		$2.21M Buy
11,854
+561
+5% +$104K 0.69% 19
2025
Q3 		$2.11M Sell
11,293
-1,424
-11% -$248K 0.7% 18
2025
Q2 		$2.01M Sell
12,717
-8,043
-39% -$1.01M 0.66% 19
2025
Q1 		$2.25M Buy
20,760
+6,120
+42% +$776K 0.77% 19
2024
Q4 		$1.97M Buy
14,640
+38
+0.3% +$5.24K 0.69% 19
2024
Q3 		$1.77M Buy
14,602
+2,540
+21% +$300K 0.68% 19
2024
Q2 		$1.49M Sell
12,062
-2,228
-16% -$225K 0.65% 18
2024
Q1 		$1.29M Buy
14,290
+1,420
+11% +$103K 0.74% 19
2023
Q4 		$637K Sell
12,870
-1,450
-10% -$67.2K 0.51% 30
2023
Q3 		$623K Sell
14,320
-2,490
-15% -$112K 0.62% 29
2023
Q2 		$711K Sell
16,810
-500
-3% -$16.6K 0.68% 29
2023
Q1 		$481K Buy
+17,310
New +$375K 0.52% 32
2022
Q2 		– Sell
-13,400
Closed -$366K – 82
2022
Q1 		$366K Sell
13,400
-400
-3% -$10K 0.46% 34
2021
Q4 		$406K Buy
+13,800
New +$380K 0.39% 29

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morling Financial Advisors's NVDA Position: Q2 2026 in Review

Morling Financial Advisors reduced its NVIDIA (NVDA) stake by 8.8% in Q2 2026, selling an estimated $242K and leaving 12,223 shares worth $2.45M. The position accounts for 0.68% of the portfolio, ranked #19.

Morling Financial Advisors first reported a position in NVDA in Q4 2021 and has held it in 16 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Morling Financial Advisors held 12,223 shares of NVIDIA worth $2.45M as of Q2 2026.
  • Morling Financial Advisors sold 1,179 NVIDIA shares in Q2 2026, an estimated $242K.
  • NVIDIA made up 0.68% of Morling Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Morling Financial Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 16 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.