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Franchise GP’s NVIDIA NVDA Stock Holding History

Franchise GP’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 		$19.7M Sell
98,619
-227,751
-70% -$46.8M 9.17% 4
2026
Q1 		$56.9M Buy
326,370
+200,000
+158% +$36.7M 20.93% 1
2025
Q4 		$23.6M Buy
+126,370
New +$23.5M 26.55% 2

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
VPM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franchise GP's NVDA Position: Q2 2026 in Review

Franchise GP reduced its NVIDIA (NVDA) stake by 70% in Q2 2026, selling an estimated $46.8M and leaving 98,619 shares worth $19.7M. The position accounts for 9.17% of the portfolio, ranked #4.

Franchise GP first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. The position peaked at $56.9M in Q1 2026. 5,219 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Franchise GP held 98,619 shares of NVIDIA worth $19.7M as of Q2 2026.
  • Franchise GP sold 227,751 NVIDIA shares in Q2 2026, an estimated $46.8M.
  • NVIDIA made up 9.17% of Franchise GP's portfolio in Q2 2026, its #4 holding.
  • Franchise GP first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • Franchise GP's NVIDIA position peaked at $56.9M in Q1 2026.
  • 5,219 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Franchise GP's 13F filing for Q2 2026, filed 22 Jul 2026.