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Kelleher Financial Advisors’s NVIDIA NVDA Stock Holding History

Kelleher Financial Advisors’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 		$8.59M Buy
42,923
+23,661
+123% +$4.86M 1.22% 19
2026
Q1 		$3.29M Buy
19,262
+2,773
+17% +$509K 0.83% 23
2025
Q4 		$3.08M Sell
16,489
-1,710
-9% -$318K 0.71% 29
2025
Q3 		$3.4M Buy
18,199
+4,469
+33% +$779K 0.85% 27
2025
Q2 		$2.17M Buy
13,730
+1,081
+9% +$136K 0.75% 23
2025
Q1 		$1.37M Sell
12,649
-49
-0.4% -$6.21K 0.55% 29
2024
Q4 		$1.71M Buy
12,698
+1,355
+12% +$187K 0.64% 23
2024
Q3 		$1.38M Sell
11,343
-1,874
-14% -$221K 0.52% 26
2024
Q2 		$1.63M Sell
13,217
-483
-4% -$48.8K 0.67% 23
2024
Q1 		$1.24M Buy
13,700
+600
+5% +$43.5K 0.51% 29
2023
Q4 		$649K Buy
13,100
+30
+0.2% +$1.39K 0.3% 47
2023
Q3 		$569K Hold
13,070
– – 0.29% 52
2023
Q2 		$553K Hold
13,070
– – 0.32% 58
2023
Q1 		$363K Buy
+13,070
New +$283K 0.24% 75
2022
Q2 		– Sell
-10,360
Closed -$282K – 143
2022
Q1 		$282K Sell
10,360
-870
-8% -$21.8K 0.16% 97
2021
Q4 		$330K Sell
11,230
-14,920
-57% -$411K 0.18% 90
2021
Q3 		$541K Buy
26,150
+14,990
+134% +$311K 0.24% 93
2021
Q2 		$223K Buy
+11,160
New +$179K 0.13% 111

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

Kelleher Financial Advisors's NVDA Position: Q2 2026 in Review

Kelleher Financial Advisors increased its NVIDIA (NVDA) stake by 123% in Q2 2026, buying an estimated $4.86M and bringing the position to 42,923 shares worth $8.59M. The position accounts for 1.22% of the portfolio, ranked #19.

Kelleher Financial Advisors first reported a position in NVDA in Q2 2021 and has held it in 18 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Kelleher Financial Advisors held 42,923 shares of NVIDIA worth $8.59M as of Q2 2026.
  • Kelleher Financial Advisors bought 23,661 NVIDIA shares in Q2 2026, an estimated $4.86M.
  • NVIDIA made up 1.22% of Kelleher Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Kelleher Financial Advisors first reported a position in NVIDIA in Q2 2021 and has held it in 18 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.