Morningstar Investment Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.4M | Buy |
338,301
+75,800
| +29% | +$12M | 4.69% | 7 |
|
|
2025
Q1 | $28.5M | Buy |
262,501
+103,597
| +65% | +$11.2M | 2.42% | 11 |
|
|
2024
Q4 | $21.3M | Buy |
158,904
+19,928
| +14% | +$2.68M | 1.68% | 14 |
|
|
2024
Q3 | $19.2M | Buy |
138,976
+3,426
| +3% | +$473K | 1.9% | 12 |
|
|
2024
Q2 | $16.7M | Buy |
135,550
+130,520
| +2,595% | +$16.1M | 1.75% | 12 |
|
|
2024
Q1 | $454K | Hold |
5,030
| – | – | 0.05% | 129 |
|
|
2023
Q4 | $249K | Buy |
5,030
+210
| +4% | +$10.4K | 0.03% | 167 |
|
|
2023
Q3 | $210K | Hold |
4,820
| – | – | 0.03% | 158 |
|
|
2023
Q2 | $204K | Buy |
+4,820
| New | +$204K | 0.03% | 167 |
|