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Cassilly Financial Group’s NVIDIA NVDA Stock Holding History

Cassilly Financial Group’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 		$395K Buy
1,972
+771
+64% +$159K 0.29% 53
2026
Q1 		$209K Buy
+1,201
New +$220K 0.18% 63

Other funds holding NVDA

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
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Cassilly Financial Group's NVDA Position: Q2 2026 in Review

Cassilly Financial Group increased its NVIDIA (NVDA) stake by 64% in Q2 2026, buying an estimated $159K and bringing the position to 1,972 shares worth $395K. The position accounts for 0.29% of the portfolio, ranked #53.

Cassilly Financial Group first reported a position in NVDA in Q1 2026 and has held it in 2 quarters since. 2,214 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Cassilly Financial Group held 1,972 shares of NVIDIA worth $395K as of Q2 2026.
  • Cassilly Financial Group bought 771 NVIDIA shares in Q2 2026, an estimated $159K.
  • NVIDIA made up 0.29% of Cassilly Financial Group's portfolio in Q2 2026, its #53 holding.
  • Cassilly Financial Group first reported a position in NVIDIA in Q1 2026 and has held it in 2 quarters since.
  • 2,214 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Cassilly Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.