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Brendel Financial Advisors’s NVIDIA NVDA Stock Holding History

Brendel Financial Advisors’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 		$4.58M Sell
22,873
-171
-0.7% -$35.2K 2.12% 16
2026
Q1 		$4.02M Buy
23,044
+920
+4% +$169K 1.99% 18
2025
Q4 		$4.13M Sell
22,124
-114
-0.5% -$21.2K 2.03% 20
2025
Q3 		$4.15M Buy
22,238
+409
+2% +$71.3K 2.13% 13
2025
Q2 		$3.45M Buy
21,829
+2,031
+10% +$256K 1.93% 18
2025
Q1 		$2.15M Buy
19,798
+14,879
+302% +$1.89M 1.3% 34
2024
Q4 		$661K Sell
4,919
-95
-2% -$13.1K 0.4% 56
2024
Q3 		$609K Sell
5,014
-48
-0.9% -$5.67K 0.35% 61
2024
Q2 		$625K Sell
5,062
-78
-2% -$7.89K 0.4% 61
2024
Q1 		$464K Sell
5,140
-320
-6% -$23.2K 0.53% 40
2023
Q4 		$270K Sell
5,460
-20
-0.4% -$927 0.18% 77
2023
Q3 		$238K Sell
5,480
-10
-0.2% -$448 0.35% 39
2023
Q2 		$232K Buy
+5,490
New +$182K 0.35% 40
2022
Q2 		– Sell
-13,850
Closed -$378K – 111
2022
Q1 		$378K Sell
13,850
-4,290
-24% -$108K 0.21% 81
2021
Q4 		$534K Buy
18,140
+1,070
+6% +$29.4K 0.28% 67
2021
Q3 		$354K Buy
17,070
+14,870
+676% +$309K 0.42% 44
2021
Q2 		$44K Buy
+2,200
New +$35.3K 0.02% 179

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brendel Financial Advisors's NVDA Position: Q2 2026 in Review

Brendel Financial Advisors reduced its NVIDIA (NVDA) stake by 0.74% in Q2 2026, selling an estimated $35.2K and leaving 22,873 shares worth $4.58M. The position accounts for 2.12% of the portfolio, ranked #16.

Brendel Financial Advisors first reported a position in NVDA in Q2 2021 and has held it in 17 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Brendel Financial Advisors held 22,873 shares of NVIDIA worth $4.58M as of Q2 2026.
  • Brendel Financial Advisors sold 171 NVIDIA shares in Q2 2026, an estimated $35.2K.
  • NVIDIA made up 2.12% of Brendel Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Brendel Financial Advisors first reported a position in NVIDIA in Q2 2021 and has held it in 17 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.