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Morton Brown Family Wealth’s NVIDIA NVDA Stock Holding History

Morton Brown Family Wealth’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 		$712K Buy
3,559
+12
+0.3% +$2.47K 0.16% 32
2026
Q1 		$619K Sell
3,547
-207
-6% -$38K 0.16% 32
2025
Q4 		$700K Buy
3,754
+51
+1% +$9.49K 0.19% 32
2025
Q3 		$691K Sell
3,703
-225
-6% -$39.2K 0.2% 31
2025
Q2 		$621K Buy
3,928
+58
+1% +$7.3K 0.19% 31
2025
Q1 		$419K Buy
3,870
+580
+18% +$73.5K 0.14% 35
2024
Q4 		$442K Hold
3,290
– – 0.15% 36
2024
Q3 		$400K Buy
3,290
+40
+1% +$4.72K 0.14% 39
2024
Q2 		$394K Buy
3,250
+160
+5% +$16.2K 0.16% 37
2024
Q1 		$279K Sell
3,090
-890
-22% -$64.5K 0.12% 42
2023
Q4 		$197K Buy
3,980
+500
+14% +$23.2K 0.09% 52
2023
Q3 		$151K Buy
3,480
+150
+5% +$6.72K 0.08% 48
2023
Q2 		$141K Sell
3,330
-810
-20% -$26.9K 0.08% 52
2023
Q1 		$115K Sell
4,140
-3,040
-42% -$65.8K 0.07% 58
2022
Q4 		$105K Buy
7,180
+6,530
+1,005% +$95.8K 0.07% 61
2022
Q3 		$8K Buy
+650
New +$10.3K 0.01% 124

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

Morton Brown Family Wealth's NVDA Position: Q2 2026 in Review

Morton Brown Family Wealth increased its NVIDIA (NVDA) stake by 0.34% in Q2 2026, buying an estimated $2.47K and bringing the position to 3,559 shares worth $712K. The position accounts for 0.16% of the portfolio, ranked #32.

Morton Brown Family Wealth first reported a position in NVDA in Q3 2022 and has held it in 16 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Morton Brown Family Wealth held 3,559 shares of NVIDIA worth $712K as of Q2 2026.
  • Morton Brown Family Wealth bought 12 NVIDIA shares in Q2 2026, an estimated $2.47K.
  • NVIDIA made up 0.16% of Morton Brown Family Wealth's portfolio in Q2 2026, its #32 holding.
  • Morton Brown Family Wealth first reported a position in NVIDIA in Q3 2022 and has held it in 16 quarters since.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.