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Bright Financial Advisors’s NVIDIA NVDA Stock Holding History

Bright 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 		$8.85M Sell
44,219
-152
-0.3% -$31.3K 3.7% 7
2026
Q1 		$7.74M Buy
44,371
+245
+0.6% +$44.9K 3.55% 8
2025
Q4 		$8.23M Sell
44,126
-1,999
-4% -$372K 3.89% 7
2025
Q3 		$8.61M Buy
46,125
+23,682
+106% +$4.13M 4.21% 7
2025
Q2 		$3.55M Buy
22,443
+70
+0.3% +$8.81K 1.97% 15
2025
Q1 		$2.42M Buy
22,373
+28
+0.1% +$3.55K 1.49% 18
2024
Q4 		$3M Sell
22,345
-7
-0% -$965 1.89% 15
2024
Q3 		$2.71M Buy
22,352
+2
+0% +$236 1.73% 17
2024
Q2 		$2.76M Buy
22,350
+100
+0.4% +$10.1K 1.95% 13
2024
Q1 		$1.89M Buy
+22,250
New +$1.61M 1.41% 18

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

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

Bright Financial Advisors reduced its NVIDIA (NVDA) stake by 0.34% in Q2 2026, selling an estimated $31.3K and leaving 44,219 shares worth $8.85M. The position accounts for 3.7% of the portfolio, ranked #7.

Bright Financial Advisors first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Bright Financial Advisors held 44,219 shares of NVIDIA worth $8.85M as of Q2 2026.
  • Bright Financial Advisors sold 152 NVIDIA shares in Q2 2026, an estimated $31.3K.
  • NVIDIA made up 3.7% of Bright Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Bright Financial Advisors first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • 5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.