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Brogan Financial’s NVIDIA NVDA Stock Holding History

Brogan Financial’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 		$1.08M Sell
5,411
-292
-5% -$60K 0.43% 13
2026
Q1 		$995K Buy
5,703
+237
+4% +$43.5K 0.44% 10
2025
Q4 		$1.02M Sell
5,466
-445
-8% -$82.8K 0.45% 11
2025
Q3 		$1.1M Sell
5,911
-504
-8% -$87.9K 0.47% 10
2025
Q2 		$1.01M Buy
6,415
+1,486
+30% +$187K 0.45% 11
2025
Q1 		$534K Buy
4,929
+1,154
+31% +$146K 0.26% 25
2024
Q4 		$507K Buy
3,775
+1,965
+109% +$271K 0.25% 24
2024
Q3 		$220K Hold
1,810
– – 0.13% 50
2024
Q2 		$224K Buy
+1,810
New +$183K 0.14% 44

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

Brogan Financial's NVDA Position: Q2 2026 in Review

Brogan Financial reduced its NVIDIA (NVDA) stake by 5.1% in Q2 2026, selling an estimated $60K and leaving 5,411 shares worth $1.08M. The position accounts for 0.43% of the portfolio, ranked #13.

Brogan Financial first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q3 2025. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Brogan Financial held 5,411 shares of NVIDIA worth $1.08M as of Q2 2026.
  • Brogan Financial sold 292 NVIDIA shares in Q2 2026, an estimated $60K.
  • NVIDIA made up 0.43% of Brogan Financial's portfolio in Q2 2026, its #13 holding.
  • Brogan Financial first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
  • Brogan Financial's NVIDIA position peaked at $1.1M in Q3 2025.
  • 5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Brogan Financial's 13F filing for Q2 2026, filed 13 Aug 2026.