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Kerntke Otto McGlone Wealth Management Group’s NVIDIA NVDA Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 		$797K Sell
3,985
-305
-7% -$62.7K 0.48% 40
2026
Q1 		$748K Buy
4,290
+332
+8% +$60.9K 0.51% 41
2025
Q4 		$738K Sell
3,958
-74
-2% -$13.8K 0.52% 37
2025
Q3 		$752K Sell
4,032
-284
-7% -$49.5K 0.57% 36
2025
Q2 		$682K Sell
4,316
-20,776
-83% -$2.61M 0.54% 36
2025
Q1 		$2.72M Buy
25,092
+110
+0.4% +$13.9K 2.37% 9
2024
Q4 		$3.35M Sell
24,982
-2
-0% -$276 2.48% 12
2024
Q3 		$3.03M Sell
24,984
-1,594
-6% -$188K 2.53% 10
2024
Q2 		$3.28M Sell
26,578
-922
-3% -$93.2K 3.07% 9
2024
Q1 		$2.49M Sell
27,500
-3,480
-11% -$252K 2.45% 13
2023
Q4 		$1.53M Sell
30,980
-3,140
-9% -$146K 1.53% 16
2023
Q3 		$1.48M Sell
34,120
-1,320
-4% -$59.1K 1.53% 18
2023
Q2 		$1.5M Sell
35,440
-4,880
-12% -$162K 1.47% 19
2023
Q1 		$1.12M Sell
40,320
-4,750
-11% -$103K 1.15% 22
2022
Q4 		$659K Buy
45,070
+9,150
+25% +$134K 0.76% 27
2022
Q3 		$436K Sell
35,920
-220
-0.6% -$3.48K 0.66% 30
2022
Q2 		$548K Buy
36,140
+21,240
+143% +$401K 0.82% 28
2022
Q1 		$407K Sell
14,900
-20,160
-58% -$506K 0.93% 21
2021
Q4 		$1.03M Buy
35,060
+23,260
+197% +$640K 1.26% 20
2021
Q3 		$245K Sell
11,800
-23,720
-67% -$493K 0.73% 29
2021
Q2 		$711K Sell
35,520
-800
-2% -$12.8K 0.28% 60
2021
Q1 		$485K Sell
36,320
-640
-2% -$8.6K 0.25% 77
2020
Q4 		$482K Buy
36,960
+1,200
+3% +$16.1K 0.28% 69
2020
Q3 		$484K Sell
35,760
-1,400
-4% -$16.3K 0.36% 63
2020
Q2 		$353K Buy
37,160
+800
+2% +$6.47K 0.32% 67
2020
Q1 		$240K Buy
+36,360
New +$229K 0.27% 71

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

Kerntke Otto McGlone Wealth Management Group's NVDA Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its NVIDIA (NVDA) stake by 7.1% in Q2 2026, selling an estimated $62.7K and leaving 3,985 shares worth $797K. The position accounts for 0.48% of the portfolio, ranked #40.

Kerntke Otto McGlone Wealth Management Group first reported a position in NVDA in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.35M in Q4 2024. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 3,985 shares of NVIDIA worth $797K as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group sold 305 NVIDIA shares in Q2 2026, an estimated $62.7K.
  • NVIDIA made up 0.48% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #40 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in NVIDIA in Q1 2020 and has held it in 26 quarters since.
  • Kerntke Otto McGlone Wealth Management Group's NVIDIA position peaked at $3.35M in Q4 2024.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.