Kellett Wealth Advisors’s NVIDIA NVDA Stock Holding History

Kellett Wealth 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	$2.17M	Buy	10,848 +1,077	+11%	+$221K	1.01%	18
2026 Q1	$1.7M	Buy	9,771 +624	+7%	+$114K	0.92%	20
2025 Q4	$1.71M	Buy	9,147 +749	+9%	+$139K	0.97%	19
2025 Q3	$1.57M	Sell	8,398 -389	-4%	-$67.8K	0.95%	21
2025 Q2	$1.39M	Sell	8,787 -431	-5%	-$54.2K	0.91%	21
2025 Q1	$999K	Buy	9,218 +413	+5%	+$52.3K	0.69%	22
2024 Q4	$1.18M	Buy	8,805 +1,950	+28%	+$269K	0.81%	19
2024 Q3	$832K	Sell	6,855 -95	-1%	-$11.2K	0.59%	22
2024 Q2	$859K	Buy	6,950 +1,950	+39%	+$197K	0.69%	21
2024 Q1	$452K	Sell	5,000 -2,350	-32%	-$170K	0.31%	45
2023 Q4	$364K	Buy	7,350 +1,000	+16%	+$46.3K	0.27%	47
2023 Q3	$276K	Buy	+6,350	New	+$285K	0.24%	50

Other funds holding NVDA

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Kellett Wealth Advisors's NVDA Position: Q2 2026 in Review

Kellett Wealth Advisors increased its NVIDIA (NVDA) stake by 11% in Q2 2026, buying an estimated $221K and bringing the position to 10,848 shares worth $2.17M. The position accounts for 1.01% of the portfolio, ranked #18.

Kellett Wealth Advisors first reported a position in NVDA in Q3 2023 and has held it in 12 quarters since. 2,177 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Kellett Wealth Advisors held 10,848 shares of NVIDIA worth $2.17M as of Q2 2026.
Kellett Wealth Advisors bought 1,077 NVIDIA shares in Q2 2026, an estimated $221K.
NVIDIA made up 1.01% of Kellett Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Kellett Wealth Advisors first reported a position in NVIDIA in Q3 2023 and has held it in 12 quarters since.
2,177 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.