Kestra Advisory Services’s NVIDIA NVDA Stock Holding History

Kestra Advisory 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 Q1	$1.71M	Sell	9,800 -3,900	-28%	-$716K	0.01%	1405
2025 Q4	$2.56M	Buy	13,700 +9,200	+204%	+$1.71M	0.01%	1075
2025 Q3	$840K	Hold	4,500	–	–	﹤0.01%	1703
2025 Q2	$711K	Sell	4,500 -11,100	-71%	-$1.4M	﹤0.01%	1718
2025 Q1	$78.2K	Buy	15,600 +11,300	+263%	+$1.43M	﹤0.01%	2619
2024 Q4	$577K	Buy	4,300 +800	+23%	+$110K	﹤0.01%	1784
2024 Q3	$425K	Hold	3,500	–	–	﹤0.01%	1869
2024 Q2	$432K	Buy	+3,500	New	+$354K	﹤0.01%	1873

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kestra Advisory Services's NVDA Position: Q1 2026 in Review

Kestra Advisory Services increased its NVIDIA (NVDA) stake by 4.4% in Q1 2026, buying an estimated $23.6M and bringing the position to 3,082,088 shares worth $538M. The position accounts for 2.03% of the portfolio, ranked #3.

Kestra Advisory Services first reported a position in NVDA in Q3 2020 and has held it in 23 quarters since. The position peaked at $551M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Kestra Advisory Services held 3,082,088 shares of NVIDIA worth $538M as of Q1 2026.
Kestra Advisory Services bought 128,864 NVIDIA shares in Q1 2026, an estimated $23.6M.
NVIDIA made up 2.03% of Kestra Advisory Services's portfolio in Q1 2026, its #3 holding.
Kestra Advisory Services first reported a position in NVIDIA in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's NVIDIA position peaked at $551M in Q4 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.