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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morris Financial Concepts's NVDA Position: Q1 2026 in Review

Morris Financial Concepts reduced its NVIDIA (NVDA) stake by 7.3% in Q1 2026, selling an estimated $48.3K and leaving 3,363 shares worth $587K. The position accounts for 0.2% of the portfolio, ranked #65.

Morris Financial Concepts first reported a position in NVDA in Q2 2024 and has held it in 8 quarters since. The position peaked at $682K in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Morris Financial Concepts held 3,363 shares of NVIDIA worth $587K as of Q1 2026.
Morris Financial Concepts sold 263 NVIDIA shares in Q1 2026, an estimated $48.3K.
NVIDIA made up 0.2% of Morris Financial Concepts's portfolio in Q1 2026, its #65 holding.
Morris Financial Concepts first reported a position in NVIDIA in Q2 2024 and has held it in 8 quarters since.
Morris Financial Concepts's NVIDIA position peaked at $682K in Q3 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.