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Morrissey Wealth Management, LLC’s NVIDIA NVDA Stock Holding History

Morrissey Wealth Management, LLC’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 		$229K Buy
+977
New +$201K 0.14% 29

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 $3.38T AUM 44.17% 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

Morrissey Wealth Management, LLC's NVDA Position: Q2 2026 in Review

Morrissey Wealth Management, LLC opened a new position in NVIDIA (NVDA) in Q2 2026: 977 shares worth $229K. The stake represents 0.14% of the portfolio and ranks #29 among its holdings.

5,991 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Morrissey Wealth Management, LLC held 977 shares of NVIDIA worth $229K as of Q2 2026.
  • NVIDIA was a new Morrissey Wealth Management, LLC position in Q2 2026.
  • NVIDIA made up 0.14% of Morrissey Wealth Management, LLC's portfolio in Q2 2026, its #29 holding.
  • 5,991 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Morrissey Wealth Management, LLC's 13F filing for Q2 2026, filed 5 Oct 2026.