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 Q2	–	Sell	-35,500	Closed	-$518K	–	1127
2026 Q1	$518K	Buy	+35,500	New	+$6.51M	0.02%	568
2025 Q4	–	Sell	-118,500	Closed	-$952K	–	964
2025 Q3	$952K	Buy	+118,500	New	+$20.7M	0.04%	339

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Krilogy Financial's NVDA Position: Q2 2026 in Review

Krilogy Financial reduced its NVIDIA (NVDA) stake by 0.37% in Q2 2026, selling an estimated $216K and leaving 278,724 shares worth $55.8M. The position accounts for 1.65% of the portfolio, ranked #13.

Krilogy Financial first reported a position in NVDA in Q2 2016 and has held it in 40 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Krilogy Financial held 278,724 shares of NVIDIA worth $55.8M as of Q2 2026.
Krilogy Financial sold 1,049 NVIDIA shares in Q2 2026, an estimated $216K.
NVIDIA made up 1.65% of Krilogy Financial's portfolio in Q2 2026, its #13 holding.
Krilogy Financial first reported a position in NVIDIA in Q2 2016 and has held it in 40 quarters since.
5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.