Briaud Financial Planning
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Briaud Financial Planning’s NVIDIA NVDA Stock Holding History

Briaud Financial Planning’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
Q3 		$2.03M Buy
8,889
+151
+2% +$32.4K 0.45% 10
2026
Q2 		$1.75M Sell
8,738
-326
-4% -$67K 0.46% 11
2026
Q1 		$1.58M Sell
9,064
-1
-0% -$183 0.41% 11
2025
Q4 		$1.69M Sell
9,065
-549
-6% -$102K 0.42% 10
2025
Q3 		$1.79M Sell
9,614
-71
-0.7% -$12.4K 0.59% 9
2025
Q2 		$1.53M Buy
9,685
+1,364
+16% +$172K 0.6% 10
2025
Q1 		$901K Buy
8,321
+100
+1% +$12.7K 0.36% 11
2024
Q4 		$1.1M Buy
+8,221
New +$1.13M 0.45% 10
2024
Q3 		– Sell
-80
Closed -$9K – 147
2024
Q2 		$9K Buy
+80
New +$8.09K 0.01% 105

Other funds holding NVDA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Briaud Financial Planning's NVDA Position: Q3 2026 in Review

Briaud Financial Planning increased its NVIDIA (NVDA) stake by 1.7% in Q3 2026, buying an estimated $32.4K and bringing the position to 8,889 shares worth $2.03M. The position accounts for 0.45% of the portfolio, ranked #10.

Briaud Financial Planning first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. 4,249 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Briaud Financial Planning held 8,889 shares of NVIDIA worth $2.03M as of Q3 2026.
  • Briaud Financial Planning bought 151 NVIDIA shares in Q3 2026, an estimated $32.4K.
  • NVIDIA made up 0.45% of Briaud Financial Planning's portfolio in Q3 2026, its #10 holding.
  • Briaud Financial Planning first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
  • 4,249 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Briaud Financial Planning's 13F filing for Q3 2026, filed 20 Oct 2026.