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	$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 $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.