M. Kraus & Co’s NVIDIA NVDA Stock Holding History

M. Kraus & Co’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	$1.16M	Buy	6,648 +133	+2%	+$24.4K	0.34%	40
2025 Q4	$1.22M	Sell	6,515 -200	-3%	-$37.2K	0.34%	40
2025 Q3	$1.25M	Hold	6,715	–	–	0.35%	41
2025 Q2	$1.06M	Hold	6,715	–	–	0.31%	40
2025 Q1	$728K	Sell	6,715 -40	-0.6%	-$5.07K	0.22%	49
2024 Q4	$907K	Sell	6,755 -265	-4%	-$36.5K	0.27%	43
2024 Q3	$853K	Buy	7,020 +100	+1%	+$11.8K	0.25%	43
2024 Q2	$855K	Buy	6,920 +350	+5%	+$35.4K	0.26%	42
2024 Q1	$594K	Buy	6,570 +130	+2%	+$9.42K	0.18%	48
2023 Q4	$319K	Buy	6,440 +350	+6%	+$16.2K	0.1%	60
2023 Q3	$265K	Hold	6,090	–	–	0.09%	65
2023 Q2	$258K	Buy	+6,090	New	+$202K	0.09%	68

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

M. Kraus & Co's NVDA Position: Q1 2026 in Review

M. Kraus & Co increased its NVIDIA (NVDA) stake by 2% in Q1 2026, buying an estimated $24.4K and bringing the position to 6,648 shares worth $1.16M. The position accounts for 0.34% of the portfolio, ranked #40.

M. Kraus & Co first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.25M in Q3 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

M. Kraus & Co held 6,648 shares of NVIDIA worth $1.16M as of Q1 2026.
M. Kraus & Co bought 133 NVIDIA shares in Q1 2026, an estimated $24.4K.
NVIDIA made up 0.34% of M. Kraus & Co's portfolio in Q1 2026, its #40 holding.
M. Kraus & Co first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
M. Kraus & Co's NVIDIA position peaked at $1.25M in Q3 2025.
5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on M. Kraus & Co's 13F filing for Q1 2026, filed 14 Apr 2026.