Kestra Private Wealth Services
NVDA icon

Kestra Private Wealth Services’s NVIDIA NVDA Stock Holding History

Kestra Private Wealth 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
Q3 		$332M Sell
1,454,339
-1,260
-0.1% -$270K 3.54% 2
2026
Q2 		$291M Sell
1,455,599
-20,293
-1% -$4.17M 3.2% 2
2026
Q1 		$257M Sell
1,475,892
-56,060
-4% -$10.3M 3.17% 2
2025
Q4 		$286M Buy
1,531,952
+28,461
+2% +$5.3M 3.54% 1
2025
Q3 		$281M Buy
1,503,491
+4,221
+0.3% +$736K 3.66% 1
2025
Q2 		$237M Buy
1,499,270
+83,635
+6% +$10.5M 3.4% 1
2025
Q1 		$153M Buy
1,415,635
+39,918
+3% +$5.06M 2.56% 2
2024
Q4 		$185M Sell
1,375,717
-46,715
-3% -$6.44M 3.14% 2
2024
Q3 		$173M Buy
1,422,432
+57,899
+4% +$6.84M 3.17% 2
2024
Q2 		$169M Buy
1,364,533
+438,933
+47% +$44.4M 3.38% 2
2024
Q1 		$83.6M Buy
925,600
+31,080
+3% +$2.25M 1.89% 4
2023
Q4 		$44.3M Buy
894,520
+105,550
+13% +$4.89M 1.13% 7
2023
Q3 		$34.3M Buy
788,970
+80,660
+11% +$3.61M 1.08% 7
2023
Q2 		$30M Sell
708,310
-14,890
-2% -$494K 1.03% 8
2023
Q1 		$20.1M Buy
723,200
+14,150
+2% +$306K 0.8% 13
2022
Q4 		$10.4M Sell
709,050
-54,510
-7% -$799K 0.53% 39
2022
Q3 		$9.27M Buy
763,560
+10,390
+1% +$164K 0.54% 35
2022
Q2 		$11.4M Sell
753,170
-4,390
-0.6% -$82.9K 0.65% 20
2022
Q1 		$20.7M Buy
757,560
+46,320
+7% +$1.16M 1.03% 7
2021
Q4 		$20.9M Buy
711,240
+55,360
+8% +$1.52M 1% 8
2021
Q3 		$13.6M Buy
655,880
+51,240
+8% +$1.06M 0.76% 15
2021
Q2 		$12.1M Buy
604,640
+62,520
+12% +$1M 0.74% 17
2021
Q1 		$7.24M Buy
542,120
+11,360
+2% +$153K 0.5% 35
2020
Q4 		$6.98M Buy
530,760
+9,640
+2% +$129K 0.51% 34
2020
Q3 		$7.05M Buy
+521,120
New +$6.06M 0.61% 30

Other funds holding NVDA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Kestra Private Wealth Services's NVDA Position: Q3 2026 in Review

Kestra Private Wealth Services reduced its NVIDIA (NVDA) stake by 0.09% in Q3 2026, selling an estimated $270K and leaving 1,454,339 shares worth $332M. The position accounts for 3.54% of the portfolio, ranked #2.

Kestra Private Wealth Services first reported a position in NVDA in Q3 2020 and has held it in 25 quarters since. 4,725 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Kestra Private Wealth Services held 1,454,339 shares of NVIDIA worth $332M as of Q3 2026.
  • Kestra Private Wealth Services sold 1,260 NVIDIA shares in Q3 2026, an estimated $270K.
  • NVIDIA made up 3.54% of Kestra Private Wealth Services's portfolio in Q3 2026, its #2 holding.
  • Kestra Private Wealth Services first reported a position in NVIDIA in Q3 2020 and has held it in 25 quarters since.
  • 4,725 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.