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Kelly Financial Services’s NVIDIA NVDA Stock Holding History

Kelly Financial Services’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 		$811K Sell
4,053
-304
-7% -$62.5K 0.17% 51
2026
Q1 		$760K Buy
4,357
+167
+4% +$30.6K 0.18% 50
2025
Q4 		$781K Sell
4,190
-496
-11% -$92.3K 0.2% 48
2025
Q3 		$874K Sell
4,686
-89
-2% -$15.5K 0.23% 43
2025
Q2 		$754K Buy
4,775
+39
+0.8% +$4.91K 0.22% 46
2025
Q1 		$513K Buy
4,736
+94
+2% +$11.9K 0.18% 56
2024
Q4 		$623K Sell
4,642
-703
-13% -$96.9K 0.22% 53
2024
Q3 		$649K Sell
5,345
-1
-0% -$118 0.24% 54
2024
Q2 		$661K Buy
5,346
+846
+19% +$85.5K 0.24% 53
2024
Q1 		$407K Sell
4,500
-830
-16% -$60.2K 0.16% 73
2023
Q4 		$264K Sell
5,330
-2,920
-35% -$135K 0.11% 85
2023
Q3 		$359K Buy
8,250
+2,500
+43% +$112K 0.16% 68
2023
Q2 		$243K Sell
5,750
-160
-3% -$5.31K 0.12% 80
2023
Q1 		$164K Sell
5,910
-220
-4% -$4.76K 0.08% 87
2022
Q4 		$89.5K Buy
6,130
+80
+1% +$1.17K 0.05% 131
2022
Q3 		$73.5K Sell
6,050
-110
-2% -$1.74K 0.04% 129
2022
Q2 		$93.4K Buy
6,160
+30
+0.5% +$566 0.05% 119
2022
Q1 		$167K Buy
6,130
+60
+1% +$1.5K 0.08% 88
2021
Q4 		$179K Buy
6,070
+2,000
+49% +$55K 0.08% 85
2021
Q3 		$84.3K Sell
4,070
-2,611,410
-100% -$54.2M 0.05% 119
2021
Q2 		$82K Buy
2,615,480
+2,610,080
+48,335% +$41.8M ﹤0.01% 403
2021
Q1 		$72.1K Sell
5,400
-520
-9% -$6.99K 0.04% 103
2020
Q4 		$77.2K Sell
5,920
-160
-3% -$2.14K 0.05% 92
2020
Q3 		$82.2K Hold
6,080
– – 0.06% 69
2020
Q2 		$57.7K Hold
6,080
– – 0.04% 78
2020
Q1 		$40K Buy
6,080
+1,000
+20% +$6.31K 0.05% 89
2019
Q4 		$29.8K Hold
5,080
– – 0.02% 123
2019
Q3 		$22K Buy
5,080
+40
+0.8% +$168 0.02% 139
2019
Q2 		$20.8K Buy
5,040
+2,320
+85% +$9.62K 0.02% 146
2019
Q1 		$12.3K Buy
+2,720
New +$10.6K 0.01% 199

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Kelly Financial Services's NVDA Position: Q2 2026 in Review

Kelly Financial Services reduced its NVIDIA (NVDA) stake by 7% in Q2 2026, selling an estimated $62.5K and leaving 4,053 shares worth $811K. The position accounts for 0.17% of the portfolio, ranked #51.

Kelly Financial Services first reported a position in NVDA in Q1 2019 and has held it in 30 quarters since. The position peaked at $874K in Q3 2025. 1,620 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Kelly Financial Services held 4,053 shares of NVIDIA worth $811K as of Q2 2026.
  • Kelly Financial Services sold 304 NVIDIA shares in Q2 2026, an estimated $62.5K.
  • NVIDIA made up 0.17% of Kelly Financial Services's portfolio in Q2 2026, its #51 holding.
  • Kelly Financial Services first reported a position in NVIDIA in Q1 2019 and has held it in 30 quarters since.
  • Kelly Financial Services's NVIDIA position peaked at $874K in Q3 2025.
  • 1,620 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.