Brogan Financial
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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
Q3 		$1.25M Buy
5,472
+61
+1% +$13.1K 0.46% 15
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

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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 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

Brogan Financial's NVDA Position: Q3 2026 in Review

Brogan Financial increased its NVIDIA (NVDA) stake by 1.1% in Q3 2026, buying an estimated $13.1K and bringing the position to 5,472 shares worth $1.25M. The position accounts for 0.46% of the portfolio, ranked #15.

Brogan Financial first reported a position in NVDA in Q2 2024 and has held it in 10 quarters since. 4,725 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Brogan Financial held 5,472 shares of NVIDIA worth $1.25M as of Q3 2026.
  • Brogan Financial bought 61 NVIDIA shares in Q3 2026, an estimated $13.1K.
  • NVIDIA made up 0.46% of Brogan Financial's portfolio in Q3 2026, its #15 holding.
  • Brogan Financial first reported a position in NVIDIA in Q2 2024 and has held it in 10 quarters since.
  • 4,725 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Brogan Financial's 13F filing for Q3 2026, filed 12 Nov 2026.