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Jones Kertz & Associates’s NVIDIA NVDA Stock Holding History

Jones Kertz & Associates’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 		$3.64M Sell
18,211
-1,325
-7% -$272K 1.68% 18
2026
Q1 		$3.41M Sell
19,536
-20
-0.1% -$3.67K 1.81% 18
2025
Q4 		$3.65M Buy
+19,556
New +$3.64M 1.87% 19

Other funds holding NVDA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Jones Kertz & Associates's NVDA Position: Q2 2026 in Review

Jones Kertz & Associates reduced its NVIDIA (NVDA) stake by 6.8% in Q2 2026, selling an estimated $272K and leaving 18,211 shares worth $3.64M. The position accounts for 1.68% of the portfolio, ranked #18.

Jones Kertz & Associates first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.65M in Q4 2025. 3,652 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Jones Kertz & Associates held 18,211 shares of NVIDIA worth $3.64M as of Q2 2026.
  • Jones Kertz & Associates sold 1,325 NVIDIA shares in Q2 2026, an estimated $272K.
  • NVIDIA made up 1.68% of Jones Kertz & Associates's portfolio in Q2 2026, its #18 holding.
  • Jones Kertz & Associates first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • Jones Kertz & Associates's NVIDIA position peaked at $3.65M in Q4 2025.
  • 3,652 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.