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Kiley Juergens Wealth Management’s NVIDIA NVDA Stock Holding History

Kiley Juergens Wealth Management’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 		$31.1M Sell
155,428
-428
-0.3% -$88K 4.87% 5
2026
Q1 		$27.2M Buy
155,856
+180
+0.1% +$33K 4.8% 5
2025
Q4 		$29M Sell
155,676
-14,343
-8% -$2.67M 6.27% 4
2025
Q3 		$31.7M Sell
170,019
-2,566
-1% -$447K 6.98% 3
2025
Q2 		$27.3M Buy
172,585
+1,243
+0.7% +$156K 6.29% 5
2025
Q1 		$18.6M Buy
171,342
+3,312
+2% +$420K 4.94% 6
2024
Q4 		$22.6M Buy
168,030
+511
+0.3% +$70.4K 5.65% 5
2024
Q3 		$20.3M Sell
167,519
-133
-0.1% -$15.7K 5.28% 5
2024
Q2 		$20.7M Buy
167,652
+5,492
+3% +$555K 5.75% 5
2024
Q1 		$14.7M Sell
162,160
-240
-0.1% -$17.4K 4.53% 7
2023
Q4 		$8.04M Sell
162,400
-200
-0.1% -$9.27K 2.69% 11
2023
Q3 		$7.07M Buy
162,600
+1,180
+0.7% +$52.9K 2.55% 11
2023
Q2 		$6.83M Buy
161,420
+1,420
+0.9% +$47.1K 2.36% 11
2023
Q1 		$4.44M Buy
160,000
+4,240
+3% +$91.8K 1.66% 14
2022
Q4 		$2.28M Sell
155,760
-9,740
-6% -$143K 0.95% 25
2022
Q3 		$2.01M Sell
165,500
-200
-0.1% -$3.16K 0.94% 26
2022
Q2 		$2.51M Buy
165,700
+18,750
+13% +$354K 1.19% 20
2022
Q1 		$4.01M Sell
146,950
-18,770
-11% -$471K 1.94% 14
2021
Q4 		$4.87M Buy
165,720
+3,230
+2% +$88.9K 1.85% 11
2021
Q3 		$3.37M Buy
+162,490
New +$3.37M 1.48% 16
2018
Q4 		– Sell
-123,240
Closed -$865K – 440
2018
Q3 		$865K Buy
123,240
+11,200
+10% +$72.8K 0.65% 32
2018
Q2 		$663K Buy
112,040
+13,000
+13% +$79K 0.59% 37
2018
Q1 		$573K Buy
99,040
+3,120
+3% +$18.3K 0.62% 41
2017
Q4 		$464K Buy
+95,920
New +$476K 0.42% 46

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

Kiley Juergens Wealth Management's NVDA Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its NVIDIA (NVDA) stake by 0.27% in Q2 2026, selling an estimated $88K and leaving 155,428 shares worth $31.1M. The position accounts for 4.87% of the portfolio, ranked #5.

Kiley Juergens Wealth Management first reported a position in NVDA in Q4 2017 and has held it in 24 quarters since. The position peaked at $31.7M in Q3 2025. 5,974 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Kiley Juergens Wealth Management held 155,428 shares of NVIDIA worth $31.1M as of Q2 2026.
  • Kiley Juergens Wealth Management sold 428 NVIDIA shares in Q2 2026, an estimated $88K.
  • NVIDIA made up 4.87% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Kiley Juergens Wealth Management first reported a position in NVIDIA in Q4 2017 and has held it in 24 quarters since.
  • Kiley Juergens Wealth Management's NVIDIA position peaked at $31.7M in Q3 2025.
  • 5,974 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.