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Kaizen Financial Strategies’s NVIDIA NVDA Stock Holding History

Kaizen Financial Strategies’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
Q3 		$11.2M Sell
48,856
-1,617
-3% -$347K 4.39% 4
2026
Q2 		$9.97M Sell
50,473
-1,503
-3% -$309K 3.24% 8
2026
Q1 		$10.3M Sell
51,976
-2,000
-4% -$367K 4.36% 5
2025
Q4 		$10.1M Sell
53,976
-2,376
-4% -$442K 4.44% 5
2025
Q3 		$10.6M Sell
56,352
-2,120
-4% -$370K 4.79% 5
2025
Q2 		$9.24M Sell
58,472
-1,141
-2% -$144K 4.69% 6
2025
Q1 		$6.46M Buy
59,613
+1,717
+3% +$218K 3.73% 7
2024
Q4 		$7.77M Sell
57,896
-3,532
-6% -$487K 4.4% 4
2024
Q3 		$7.46M Sell
61,428
-1,222
-2% -$144K 4.33% 6
2024
Q2 		$6.5M Buy
62,650
+3,000
+5% +$303K 4.05% 6
2024
Q1 		$5.39M Sell
59,650
-3,660
-6% -$265K 3.66% 6
2023
Q4 		$3.14M Sell
63,310
-4,530
-7% -$210K 2.38% 10
2023
Q3 		$2.95M Sell
67,840
-1,670
-2% -$74.8K 2.49% 9
2023
Q2 		$3.05M Sell
69,510
-9,340
-12% -$310K 2.61% 8
2023
Q1 		$2.19M Sell
78,850
-48,170
-38% -$1.04M 2.16% 13
2022
Q4 		$2.15M Sell
127,020
-19,020
-13% -$279K 2.12% 10
2022
Q3 		$1.77M Buy
146,040
+2,010
+1% +$31.8K 1.8% 15
2022
Q2 		$2.18M Buy
144,030
+9,770
+7% +$184K 2.15% 11
2022
Q1 		$3.66M Buy
134,260
+4,030
+3% +$101K 2.87% 5
2021
Q4 		$3.83M Sell
130,230
-14,670
-10% -$404K 2.87% 5
2021
Q3 		$3M Buy
+144,900
New +$3.01M 2.42% 6
2021
Q1 		$667K Sell
50,000
-14,080
-22% -$189K 0.64% 51
2020
Q4 		$836K Buy
+64,080
New +$858K 0.93% 26

Other funds holding NVDA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Kaizen Financial Strategies's NVDA Position: Q3 2026 in Review

Kaizen Financial Strategies reduced its NVIDIA (NVDA) stake by 3.2% in Q3 2026, selling an estimated $347K and leaving 48,856 shares worth $11.2M. The position accounts for 4.39% of the portfolio, ranked #4.

Kaizen Financial Strategies first reported a position in NVDA in Q4 2020 and has held it in 23 quarters since. 456 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Kaizen Financial Strategies held 48,856 shares of NVIDIA worth $11.2M as of Q3 2026.
  • Kaizen Financial Strategies sold 1,617 NVIDIA shares in Q3 2026, an estimated $347K.
  • NVIDIA made up 4.39% of Kaizen Financial Strategies's portfolio in Q3 2026, its #4 holding.
  • Kaizen Financial Strategies first reported a position in NVIDIA in Q4 2020 and has held it in 23 quarters since.
  • 456 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.