Position in NVDA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,534,239
+$830,681 QoQ
Shares Held
22,661
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#3,421
of 5,893 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Derivatives in NVDA
reported options exposure · as of Jun 30, 2026CallValue
$40,018
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Keudell/Morrison Wealth Management holds $16,927,549 across 10 Semiconductors names. NVDA ranks #1 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
22,661 | $4,534,239 | |
| 2 | INTC |
Intel Corp
|
22,412 | $3,129,387 | |
| 3 | QCOM |
Qualcomm Inc/De
|
14,230 | $2,629,561 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
3,064 | $1,779,908 | |
| 5 | AVGO |
Broadcom Inc.
|
4,416 | $1,668,144 | |
| 6 | TXN |
Texas Instruments Inc
|
4,331 | $1,290,941 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,749 | $835,269 | |
| 8 | MU |
Micron Technology Inc
|
509 | $587,533 |
All Filings in NVDA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,018 | 200 | Call | Sole | 2026-07-15 | |
| 2026-06-30 | $4,534,239 | 22,661 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,703,558 | 21,236 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,940,372 | 21,128 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $3,116,194 | 19,724 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,265,792 | 20,906 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,775,102 | 20,665 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,514,536 | 20,706 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,541,711 | 20,574 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,818,866 | 2,013 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $984,992 | 1,989 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $635,955 | 1,462 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $630,722 | 1,491 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $429,154 | 1,545 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $226,663 | 1,551 | Shares | Sole | 2023-01-20 | |
| 2022-03-31 | $499,879 | 1,832 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $579,396 | 1,970 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $470,874 | 2,273 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $448,856 | 561 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $316,087 | 592 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $315,408 | 604 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $326,896 | 604 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $243,523 | 641 | Shares | Sole | 2020-07-14 | |
| No filing history on record for this holder in this stock. | ||||||