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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
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

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 $3.37T AUM 44.26% 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

Kaizen Financial Strategies's NVDA Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its NVIDIA (NVDA) stake by 2.9% in Q2 2026, selling an estimated $309K and leaving 50,473 shares worth $9.97M. The position accounts for 3.24% of the portfolio, ranked #8.

Kaizen Financial Strategies first reported a position in NVDA in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.6M in Q3 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Kaizen Financial Strategies held 50,473 shares of NVIDIA worth $9.97M as of Q2 2026.
  • Kaizen Financial Strategies sold 1,503 NVIDIA shares in Q2 2026, an estimated $309K.
  • NVIDIA made up 3.24% of Kaizen Financial Strategies's portfolio in Q2 2026, its #8 holding.
  • Kaizen Financial Strategies first reported a position in NVIDIA in Q4 2020 and has held it in 22 quarters since.
  • Kaizen Financial Strategies's NVIDIA position peaked at $10.6M in Q3 2025.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.