AGP Franklin’s NVIDIA NVDA Stock Holding History

AGP Franklin’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	$13.1M	Buy	75,022 +6,212	+9%	+$1.14M	6.54%	1
2025 Q4	$12.8M	Buy	68,810 +446	+0.7%	+$83K	6.02%	1
2025 Q3	$12.8M	Sell	68,364 -3,863	-5%	-$673K	6.22%	1
2025 Q2	$11.4M	Buy	72,227 +184	+0.3%	+$23.2K	6.04%	2
2025 Q1	$8.08M	Buy	72,043 +14,545	+25%	+$1.84M	4.99%	2
2024 Q4	$7.72M	Buy	+57,498	New	+$7.93M	4.7%	1

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

AGP Franklin's NVDA Position: Q1 2026 in Review

AGP Franklin increased its NVIDIA (NVDA) stake by 9% in Q1 2026, buying an estimated $1.14M and bringing the position to 75,022 shares worth $13.1M. The position accounts for 6.54% of the portfolio, ranked #1.

AGP Franklin first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

AGP Franklin held 75,022 shares of NVIDIA worth $13.1M as of Q1 2026.
AGP Franklin bought 6,212 NVIDIA shares in Q1 2026, an estimated $1.14M.
NVIDIA made up 6.54% of AGP Franklin's portfolio in Q1 2026, its #1 holding.
AGP Franklin first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on AGP Franklin's 13F filing for Q1 2026, filed 17 Apr 2026.