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KDK Private Wealth Management’s NVIDIA NVDA Stock Holding History

KDK Private Wealth Management’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
Q1 		– Sell
-3,722
Closed -$694K – 71
2025
Q4 		$694K Buy
+3,722
New +$693K 0.61% 31
2025
Q3 		– Sell
-1,569
Closed -$248K – 59
2025
Q2 		$248K Buy
+1,569
New +$197K 0.26% 52

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KDK Private Wealth Management's NVDA Position: Q1 2026 in Review

KDK Private Wealth Management sold out of NVIDIA (NVDA) in Q1 2026, closing a stake of 3,722 shares — an estimated $694K sold.

KDK Private Wealth Management first reported a position in NVDA in Q2 2025 and held it in 2 quarters. The position peaked at $694K in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • KDK Private Wealth Management reported no remaining NVIDIA position as of Q1 2026 after selling out during the quarter.
  • KDK Private Wealth Management sold 3,722 NVIDIA shares in Q1 2026, an estimated $694K.
  • KDK Private Wealth Management first reported a position in NVIDIA in Q2 2025 and held it in 2 quarters.
  • KDK Private Wealth Management's NVIDIA position peaked at $694K in Q4 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.