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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bright Financial Advisors's NVDA Position: Q1 2026 in Review

Bright Financial Advisors increased its NVIDIA (NVDA) stake by 0.56% in Q1 2026, buying an estimated $44.9K and bringing the position to 44,371 shares worth $7.74M. The position accounts for 3.55% of the portfolio, ranked #8.

Bright Financial Advisors first reported a position in NVDA in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.61M in Q3 2025. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Bright Financial Advisors held 44,371 shares of NVIDIA worth $7.74M as of Q1 2026.
  • Bright Financial Advisors bought 245 NVIDIA shares in Q1 2026, an estimated $44.9K.
  • NVIDIA made up 3.55% of Bright Financial Advisors's portfolio in Q1 2026, its #8 holding.
  • Bright Financial Advisors first reported a position in NVIDIA in Q1 2024 and has held it in 9 quarters since.
  • Bright Financial Advisors's NVIDIA position peaked at $8.61M in Q3 2025.
  • 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.