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Brookwood Investment Group’s NVIDIA NVDA Stock Holding History

Brookwood Investment Group’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 		$44M Sell
219,863
-4,774
-2% -$982K 4.96% 2
2026
Q1 		$39.2M Sell
224,637
-36,990
-14% -$6.79M 4.84% 2
2025
Q4 		$48.8M Buy
261,627
+16,971
+7% +$3.16M 5.86% 1
2025
Q3 		$45.6M Sell
244,656
-24,267
-9% -$4.23M 5.89% 1
2025
Q2 		$42.5M Sell
268,923
-4,055
-1% -$510K 6.85% 1
2025
Q1 		$29.6M Buy
+272,978
New +$34.6M 5.08% 2

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

Brookwood Investment Group's NVDA Position: Q2 2026 in Review

Brookwood Investment Group reduced its NVIDIA (NVDA) stake by 2.1% in Q2 2026, selling an estimated $982K and leaving 219,863 shares worth $44M. The position accounts for 4.96% of the portfolio, ranked #2.

Brookwood Investment Group first reported a position in NVDA in Q1 2025 and has held it in 6 quarters since. The position peaked at $48.8M in Q4 2025. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Brookwood Investment Group held 219,863 shares of NVIDIA worth $44M as of Q2 2026.
  • Brookwood Investment Group sold 4,774 NVIDIA shares in Q2 2026, an estimated $982K.
  • NVIDIA made up 4.96% of Brookwood Investment Group's portfolio in Q2 2026, its #2 holding.
  • Brookwood Investment Group first reported a position in NVIDIA in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's NVIDIA position peaked at $48.8M in Q4 2025.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.