Krilogy Financial’s NVIDIA NVDA Stock Holding History

Krilogy Financial’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	$55.5M	Buy	279,773 +1,803	+0.6%	+$331K	1.79%	12
2025 Q4	$51.8M	Buy	277,970 +31,254	+13%	+$5.82M	1.76%	13
2025 Q3	$48.2M	Buy	246,716 +19,384	+9%	+$3.38M	1.81%	13
2025 Q2	$35.9M	Buy	227,332 +22,243	+11%	+$2.8M	2.06%	13
2025 Q1	$22.2M	Buy	205,089 +7,937	+4%	+$1.01M	1.44%	19
2024 Q4	$26.5M	Sell	197,152 -6,511	-3%	-$897K	1.77%	14
2024 Q3	$24.7M	Sell	203,663 -18,324	-8%	-$2.16M	1.7%	15
2024 Q2	$27.4M	Buy	221,987 +647	+0.3%	+$65.4K	2.02%	13
2024 Q1	$20M	Sell	221,340 -30,950	-12%	-$2.24M	1.54%	15
2023 Q4	$12.5M	Buy	252,290 +22,050	+10%	+$1.02M	1.06%	23
2023 Q3	$10M	Sell	230,240 -970	-0.4%	-$43.5K	0.92%	24
2023 Q2	$9.78M	Sell	231,210 -8,600	-4%	-$286K	0.88%	29
2023 Q1	$6.66M	Buy	239,810 +22,340	+10%	+$483K	0.56%	38
2022 Q4	$3.18M	Sell	217,470 -31,300	-13%	-$459K	0.3%	62
2022 Q3	$3.02M	Sell	248,770 -4,650	-2%	-$73.5K	0.36%	52
2022 Q2	$3.84M	Buy	253,420 +43,650	+21%	+$824K	0.45%	36
2022 Q1	$5.72M	Buy	209,770 +29,380	+16%	+$737K	0.59%	34
2021 Q4	$5.31M	Buy	180,390 +9,100	+5%	+$250K	0.53%	35
2021 Q3	$3.55M	Buy	171,290 +2,370	+1%	+$49.2K	0.35%	49
2021 Q2	$3.38M	Buy	168,920 +10,600	+7%	+$170K	0.34%	51
2021 Q1	$2.11M	Sell	158,320 -14,000	-8%	-$188K	0.22%	68
2020 Q4	$2.25M	Buy	172,320 +16,520	+11%	+$221K	0.27%	61
2020 Q3	$2.11M	Buy	155,800 +15,560	+11%	+$181K	0.29%	57
2020 Q2	$1.33M	Buy	140,240 +23,680	+20%	+$192K	0.2%	71
2020 Q1	$768K	Buy	116,560 +39,360	+51%	+$248K	0.15%	84
2019 Q4	$454K	Sell	77,200 -1,440	-2%	-$7.49K	0.07%	131
2019 Q3	$342K	Buy	78,640 +7,040	+10%	+$29.6K	0.06%	139
2019 Q2	$294K	Buy	71,600 +5,080	+8%	+$21.1K	0.06%	143
2019 Q1	$299K	Buy	+66,520	New	+$258K	0.06%	141
2018 Q4	–	Sell	-64,760	Closed	-$455K	–	493
2018 Q3	$455K	Buy	64,760 +3,040	+5%	+$19.8K	0.1%	82
2018 Q2	$366K	Hold	61,720	–	–	0.09%	97
2018 Q1	$357K	Buy	61,720 +8,040	+15%	+$47.2K	0.09%	107
2017 Q4	$260K	Buy	53,680 +20,600	+62%	+$102K	0.06%	135
2017 Q3	$148K	Buy	33,080 +8,080	+32%	+$33.6K	0.04%	197
2017 Q2	$90K	Sell	25,000 -75,000	-75%	-$238K	0.03%	231
2017 Q1	$267K	Hold	100,000	–	–	0.08%	102
2016 Q4	$267K	Buy	100,000 +80,000	+400%	+$167K	0.08%	102
2016 Q3	$34K	Sell	20,000 -64,000	-76%	-$94.5K	0.01%	364
2016 Q2	$99K	Buy	+84,000	New	+$86.6K	0.03%	201

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

Krilogy Financial's NVDA Position: Q1 2026 in Review

Krilogy Financial increased its NVIDIA (NVDA) stake by 0.65% in Q1 2026, buying an estimated $331K and bringing the position to 279,773 shares worth $55.5M. The position accounts for 1.79% of the portfolio, ranked #12.

Krilogy Financial first reported a position in NVDA in Q2 2016 and has held it in 39 quarters since. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Krilogy Financial held 279,773 shares of NVIDIA worth $55.5M as of Q1 2026.
Krilogy Financial bought 1,803 NVIDIA shares in Q1 2026, an estimated $331K.
NVIDIA made up 1.79% of Krilogy Financial's portfolio in Q1 2026, its #12 holding.
Krilogy Financial first reported a position in NVIDIA in Q2 2016 and has held it in 39 quarters since.
5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.