Morris Financial Concepts’s NVIDIA NVDA Stock Holding History

Morris Financial Concepts’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	$677K	Buy	3,383 +20	+0.6%	+$4.11K	0.21%	62
2026 Q1	$587K	Sell	3,363 -263	-7%	-$48.3K	0.2%	65
2025 Q4	$676K	Sell	3,626 -27	-0.7%	-$5.03K	0.24%	59
2025 Q3	$682K	Sell	3,653 -37	-1%	-$6.45K	0.25%	58
2025 Q2	$583K	Sell	3,690 -50	-1%	-$6.29K	0.23%	61
2025 Q1	$405K	Sell	3,740 -40	-1%	-$5.07K	0.17%	80
2024 Q4	$508K	Buy	3,780 +1,087	+40%	+$150K	0.22%	63
2024 Q3	$327K	Buy	2,693 +476	+21%	+$56.2K	0.14%	85
2024 Q2	$274K	Buy	+2,217	New	+$224K	0.13%	84

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morris Financial Concepts's NVDA Position: Q2 2026 in Review

Morris Financial Concepts increased its NVIDIA (NVDA) stake by 0.59% in Q2 2026, buying an estimated $4.11K and bringing the position to 3,383 shares worth $677K. The position accounts for 0.21% of the portfolio, ranked #62.

Morris Financial Concepts first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. The position peaked at $682K in Q3 2025. 5,982 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Morris Financial Concepts held 3,383 shares of NVIDIA worth $677K as of Q2 2026.
Morris Financial Concepts bought 20 NVIDIA shares in Q2 2026, an estimated $4.11K.
NVIDIA made up 0.21% of Morris Financial Concepts's portfolio in Q2 2026, its #62 holding.
Morris Financial Concepts first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
Morris Financial Concepts's NVIDIA position peaked at $682K in Q3 2025.
5,982 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.