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RFG - Bristol Wealth Advisors’s NVIDIA NVDA Stock Holding History

RFG - Bristol Wealth Advisors’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 		$3M Buy
15,002
+539
+4% +$111K 0.73% 31
2026
Q1 		$2.52M Buy
14,463
+895
+7% +$164K 0.68% 32
2025
Q4 		$2.53M Buy
13,568
+114
+0.8% +$21.2K 0.7% 37
2025
Q3 		$2.51M Sell
13,454
-88
-0.6% -$15.3K 0.72% 36
2025
Q2 		$2.14M Sell
13,542
-1,143
-8% -$144K 0.66% 36
2025
Q1 		$1.59M Buy
14,685
+569
+4% +$72.1K 0.53% 38
2024
Q4 		$1.9M Buy
+14,116
New +$1.95M 0.62% 35

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

RFG - Bristol Wealth Advisors's NVDA Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors increased its NVIDIA (NVDA) stake by 3.7% in Q2 2026, buying an estimated $111K and bringing the position to 15,002 shares worth $3M. The position accounts for 0.73% of the portfolio, ranked #31.

RFG - Bristol Wealth Advisors first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 15,002 shares of NVIDIA worth $3M as of Q2 2026.
  • RFG - Bristol Wealth Advisors bought 539 NVIDIA shares in Q2 2026, an estimated $111K.
  • NVIDIA made up 0.73% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • RFG - Bristol Wealth Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.