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Morton Capital Management’s NVIDIA NVDA Stock Holding History

Morton Capital Management’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 		$4.69M Buy
23,426
+5,838
+33% +$1.2M 0.64% 20
2026
Q1 		$3.07M Buy
17,588
+618
+4% +$113K 0.46% 22
2025
Q4 		$3.16M Sell
16,970
-1,214
-7% -$226K 0.49% 21
2025
Q3 		$3.39M Sell
18,184
-3,473
-16% -$605K 0.56% 20
2025
Q2 		$3.42M Sell
21,657
-45
-0.2% -$5.66K 0.61% 20
2025
Q1 		$2.35M Buy
21,702
+1,272
+6% +$161K 0.45% 21
2024
Q4 		$2.74M Sell
20,430
-2,512
-11% -$346K 0.52% 19
2024
Q3 		$2.79M Buy
22,942
+6,101
+36% +$721K 0.55% 17
2024
Q2 		$2.08M Sell
16,841
-2,729
-14% -$276K 0.49% 19
2024
Q1 		$1.77M Buy
19,570
+550
+3% +$39.9K 0.48% 21
2023
Q4 		$942K Sell
19,020
-190
-1% -$8.8K 0.28% 35
2023
Q3 		$836K Sell
19,210
-8,930
-32% -$400K 0.3% 34
2023
Q2 		$1.19M Sell
28,140
-1,360
-5% -$45.2K 0.41% 27
2023
Q1 		$819K Hold
29,500
– – 0.29% 34
2022
Q4 		$431K Buy
29,500
+3,230
+12% +$47.4K 0.17% 56
2022
Q3 		$319K Sell
26,270
-2,760
-10% -$43.6K 0.15% 60
2022
Q2 		$440K Hold
29,030
– – 0.19% 50
2022
Q1 		$792K Buy
29,030
+600
+2% +$15K 0.33% 33
2021
Q4 		$836K Buy
+28,430
New +$782K 0.34% 35

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 Capital Management's NVDA Position: Q2 2026 in Review

Morton Capital Management increased its NVIDIA (NVDA) stake by 33% in Q2 2026, buying an estimated $1.2M and bringing the position to 23,426 shares worth $4.69M. The position accounts for 0.64% of the portfolio, ranked #20.

Morton Capital Management first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Morton Capital Management held 23,426 shares of NVIDIA worth $4.69M as of Q2 2026.
  • Morton Capital Management bought 5,838 NVIDIA shares in Q2 2026, an estimated $1.2M.
  • NVIDIA made up 0.64% of Morton Capital Management's portfolio in Q2 2026, its #20 holding.
  • Morton Capital Management first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.