Keeler & Nadler Financial Planning & Wealth Management’s NVIDIA NVDA Stock Holding History

Keeler & Nadler Financial Planning & 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 Q2	$6.93M	Buy	34,645 +98	+0.3%	+$20.1K	1.97%	17
2026 Q1	$6.03M	Buy	34,547 +107	+0.3%	+$19.6K	2.04%	17
2025 Q4	$6.42M	Sell	34,440 -453	-1%	-$84.3K	2.23%	15
2025 Q3	$6.51M	Sell	34,893 -1,130	-3%	-$197K	2.39%	13
2025 Q2	$5.69M	Sell	36,023 -1,181	-3%	-$149K	2.28%	13
2025 Q1	$4.08M	Buy	37,204 +31,548	+558%	+$4M	1.84%	18
2024 Q4	$760K	Buy	5,656 +20	+0.4%	+$2.76K	0.36%	38
2024 Q3	$684K	Sell	5,636 -214	-4%	-$25.3K	0.33%	34
2024 Q2	$723K	Sell	5,850 -1,710	-23%	-$173K	0.4%	34
2024 Q1	$683K	Buy	7,560 +1,150	+18%	+$83.4K	0.41%	36
2023 Q4	$317K	Buy	+6,410	New	+$297K	0.23%	43

Other funds holding NVDA

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's NVDA Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its NVIDIA (NVDA) stake by 0.28% in Q2 2026, buying an estimated $20.1K and bringing the position to 34,645 shares worth $6.93M. The position accounts for 1.97% of the portfolio, ranked #17.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 3,754 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 34,645 shares of NVIDIA worth $6.93M as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management bought 98 NVIDIA shares in Q2 2026, an estimated $20.1K.
NVIDIA made up 1.97% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #17 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
3,754 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.