BFP
NVDA icon

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
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

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

Briaud Financial Planning's NVDA Position: Q2 2026 in Review

Briaud Financial Planning reduced its NVIDIA (NVDA) stake by 3.6% in Q2 2026, selling an estimated $67K and leaving 8,738 shares worth $1.75M. The position accounts for 0.46% of the portfolio, ranked #11.

Briaud Financial Planning first reported a position in NVDA in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.79M in Q3 2025. 5,961 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Briaud Financial Planning held 8,738 shares of NVIDIA worth $1.75M as of Q2 2026.
  • Briaud Financial Planning sold 326 NVIDIA shares in Q2 2026, an estimated $67K.
  • NVIDIA made up 0.46% of Briaud Financial Planning's portfolio in Q2 2026, its #11 holding.
  • Briaud Financial Planning first reported a position in NVIDIA in Q2 2024 and has held it in 8 quarters since.
  • Briaud Financial Planning's NVIDIA position peaked at $1.79M in Q3 2025.
  • 5,961 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.