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Koenig Investment Advisory’s NVIDIA NVDA Stock Holding History

Koenig Investment Advisory’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 		$294K Sell
1,471
-11
-0.7% -$2.26K 0.23% 31
2026
Q1 		$259K Sell
1,482
-41
-3% -$7.52K 0.22% 33
2025
Q4 		$282K Buy
+1,523
New +$283K 0.23% 34

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

Koenig Investment Advisory's NVDA Position: Q2 2026 in Review

Koenig Investment Advisory reduced its NVIDIA (NVDA) stake by 0.74% in Q2 2026, selling an estimated $2.26K and leaving 1,471 shares worth $294K. The position accounts for 0.23% of the portfolio, ranked #31.

Koenig Investment Advisory first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 5,923 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Koenig Investment Advisory held 1,471 shares of NVIDIA worth $294K as of Q2 2026.
  • Koenig Investment Advisory sold 11 NVIDIA shares in Q2 2026, an estimated $2.26K.
  • NVIDIA made up 0.23% of Koenig Investment Advisory's portfolio in Q2 2026, its #31 holding.
  • Koenig Investment Advisory first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • 5,923 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Koenig Investment Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.