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Birch Financial Group’s NVIDIA NVDA Stock Holding History

Birch Financial Group’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 		$2.18M Buy
10,911
+291
+3% +$59.8K 1.12% 22
2026
Q1 		$1.85M Sell
10,620
-90
-0.8% -$16.5K 1.08% 22
2025
Q4 		$2M Sell
10,710
-2,025
-16% -$377K 1.14% 20
2025
Q3 		$2.38M Buy
12,735
+3,234
+34% +$564K 1.4% 18
2025
Q2 		$1.5M Sell
9,501
-1,258
-12% -$158K 1.2% 17
2025
Q1 		$1.17M Buy
10,759
+4,971
+86% +$630K 1.04% 18
2024
Q4 		$777K Buy
+5,788
New +$798K 0.87% 20

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Birch Financial Group's NVDA Position: Q2 2026 in Review

Birch Financial Group increased its NVIDIA (NVDA) stake by 2.7% in Q2 2026, buying an estimated $59.8K and bringing the position to 10,911 shares worth $2.18M. The position accounts for 1.12% of the portfolio, ranked #22.

Birch Financial Group first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.38M in Q3 2025. 3,902 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Birch Financial Group held 10,911 shares of NVIDIA worth $2.18M as of Q2 2026.
  • Birch Financial Group bought 291 NVIDIA shares in Q2 2026, an estimated $59.8K.
  • NVIDIA made up 1.12% of Birch Financial Group's portfolio in Q2 2026, its #22 holding.
  • Birch Financial Group first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's NVIDIA position peaked at $2.38M in Q3 2025.
  • 3,902 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.