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Taylor & Morgan Wealth Management’s NVIDIA NVDA Stock Holding History

Taylor & Morgan Wealth 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 		$4.84M Sell
24,165
-771
-3% -$159K 2.38% 11
2026
Q1 		$4.35M Sell
24,936
-1,840
-7% -$338K 2.48% 10
2025
Q4 		$4.99M Sell
26,776
-372
-1% -$69.2K 2.8% 10
2025
Q3 		$5.07M Buy
27,148
+239
+0.9% +$41.7K 3.11% 9
2025
Q2 		$4.25M Buy
26,909
+317
+1% +$39.9K 2.87% 10
2025
Q1 		$2.88M Sell
26,592
-152
-0.6% -$19.3K 2.17% 12
2024
Q4 		$3.59M Sell
26,744
-3,039
-10% -$419K 2.52% 11
2024
Q3 		$3.62M Sell
29,783
-1,159
-4% -$137K 2.43% 11
2024
Q2 		$3.82M Sell
30,942
-2,048
-6% -$207K 2.7% 11
2024
Q1 		$2.98M Sell
32,990
-2,290
-6% -$166K 2.19% 13
2023
Q4 		$1.75M Sell
35,280
-1,100
-3% -$51K 1.39% 15
2023
Q3 		$1.58M Sell
36,380
-1,690
-4% -$75.7K 1.43% 14
2023
Q2 		$1.61M Sell
38,070
-26,660
-41% -$885K 1.32% 14
2023
Q1 		$1.8M Sell
64,730
-3,460
-5% -$74.9K 1.56% 13
2022
Q4 		$996K Sell
68,190
-2,810
-4% -$41.2K 0.94% 24
2022
Q3 		$862K Sell
71,000
-3,550
-5% -$56.1K 0.86% 24
2022
Q2 		$1.13M Buy
74,550
+4,130
+6% +$77.9K 1.07% 19
2022
Q1 		$1.92M Buy
70,420
+12,940
+23% +$325K 1.57% 15
2021
Q4 		$1.69M Buy
+57,480
New +$1.58M 1.37% 18

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Taylor & Morgan Wealth Management's NVDA Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its NVIDIA (NVDA) stake by 3.1% in Q2 2026, selling an estimated $159K and leaving 24,165 shares worth $4.84M. The position accounts for 2.38% of the portfolio, ranked #11.

Taylor & Morgan Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.07M in Q3 2025. 2,757 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Taylor & Morgan Wealth Management held 24,165 shares of NVIDIA worth $4.84M as of Q2 2026.
  • Taylor & Morgan Wealth Management sold 771 NVIDIA shares in Q2 2026, an estimated $159K.
  • NVIDIA made up 2.38% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Taylor & Morgan Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • Taylor & Morgan Wealth Management's NVIDIA position peaked at $5.07M in Q3 2025.
  • 2,757 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.