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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
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 $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

Brogan Financial's NVDA Position: Q1 2026 in Review

Brogan Financial increased its NVIDIA (NVDA) stake by 4.3% in Q1 2026, buying an estimated $43.5K and bringing the position to 5,703 shares worth $995K. The position accounts for 0.44% of the portfolio, ranked #10.

Brogan Financial first reported a position in NVDA in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q3 2025. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Brogan Financial held 5,703 shares of NVIDIA worth $995K as of Q1 2026.
  • Brogan Financial bought 237 NVIDIA shares in Q1 2026, an estimated $43.5K.
  • NVIDIA made up 0.44% of Brogan Financial's portfolio in Q1 2026, its #10 holding.
  • Brogan Financial first reported a position in NVIDIA in Q2 2024 and has held it in 8 quarters since.
  • Brogan Financial's NVIDIA position peaked at $1.1M in Q3 2025.
  • 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.