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Kraft Davis & Associates’s NVIDIA NVDA Stock Holding History

Kraft Davis & Associates’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 		$7.04M Buy
34,850
+781
+2% +$161K 1.47% 25
2026
Q1 		$6.87M Sell
34,069
-351
-1% -$64.4K 1.46% 26
2025
Q4 		$6.39M Buy
34,420
+761
+2% +$142K 1.43% 24
2025
Q3 		$6.24M Sell
33,659
-1,199
-3% -$209K 1.52% 23
2025
Q2 		$6.16M Buy
34,858
+174
+0.5% +$21.9K 1.69% 20
2025
Q1 		$3.4M Buy
34,684
+6,996
+25% +$887K 1.1% 28
2024
Q4 		$3.64M Sell
27,688
-1,260
-4% -$174K 1.04% 27
2024
Q3 		$3.86M Sell
28,948
-395
-1% -$46.7K 1.15% 23
2024
Q2 		$3.3M Buy
29,343
+523
+2% +$52.9K 1% 28
2024
Q1 		$2.61M Sell
28,820
-1,660
-5% -$120K 0.79% 33
2023
Q4 		$1.86M Buy
30,480
+180
+0.6% +$8.34K 0.56% 39
2023
Q3 		$1.32M Sell
30,300
-8,800
-23% -$394K 0.5% 36
2023
Q2 		$1.71M Buy
+39,100
New +$1.3M 0.59% 34
2022
Q4 		$885K Buy
+38,930
New +$571K 0.35% 46

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Kraft Davis & Associates's NVDA Position: Q2 2026 in Review

Kraft Davis & Associates increased its NVIDIA (NVDA) stake by 2.3% in Q2 2026, buying an estimated $161K and bringing the position to 34,850 shares worth $7.04M. The position accounts for 1.47% of the portfolio, ranked #25.

Kraft Davis & Associates first reported a position in NVDA in Q4 2022 and has held it in 14 quarters since. 1,147 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Kraft Davis & Associates held 34,850 shares of NVIDIA worth $7.04M as of Q2 2026.
  • Kraft Davis & Associates bought 781 NVIDIA shares in Q2 2026, an estimated $161K.
  • NVIDIA made up 1.47% of Kraft Davis & Associates's portfolio in Q2 2026, its #25 holding.
  • Kraft Davis & Associates first reported a position in NVIDIA in Q4 2022 and has held it in 14 quarters since.
  • 1,147 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.