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Valley Brook Capital Group’s NVIDIA NVDA Stock Holding History

Valley Brook Capital 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 		$6.1M Buy
30,477
+486
+2% +$99.9K 3.46% 5
2026
Q1 		$5.23M Buy
29,991
+675
+2% +$124K 3.51% 5
2025
Q4 		$5.47M Buy
29,316
+118
+0.4% +$22K 3.62% 5
2025
Q3 		$5.45M Buy
29,198
+800
+3% +$139K 3.66% 4
2025
Q2 		$4.49M Sell
28,398
-2,778
-9% -$350K 3.36% 5
2025
Q1 		$3.38M Sell
31,176
-285
-0.9% -$36.1K 2.65% 6
2024
Q4 		$4.22M Sell
31,461
-1,925
-6% -$265K 3.16% 4
2024
Q3 		$4.05M Buy
33,386
+830
+3% +$98K 2.91% 6
2024
Q2 		$4.02M Buy
32,556
+1,896
+6% +$192K 3.14% 4
2024
Q1 		$2.77M Sell
30,660
-1,760
-5% -$128K 2.21% 9
2023
Q4 		$1.61M Buy
32,420
+640
+2% +$29.7K 1.4% 17
2023
Q3 		$1.38M Buy
31,780
+300
+1% +$13.4K 1.37% 19
2023
Q2 		$1.33M Sell
31,480
-2,150
-6% -$71.4K 1.23% 22
2023
Q1 		$934K Buy
33,630
+450
+1% +$9.74K 0.86% 34
2022
Q4 		$485K Hold
33,180
– – 0.46% 60
2022
Q3 		$402K Buy
33,180
+1,550
+5% +$24.5K 0.44% 61
2022
Q2 		$479K Sell
31,630
-2,560
-7% -$48.3K 0.49% 57
2022
Q1 		$932K Buy
34,190
+4,100
+14% +$103K 0.8% 36
2021
Q4 		$884K Buy
30,090
+900
+3% +$24.8K 0.76% 37
2021
Q3 		$604K Sell
29,190
-250
-0.8% -$5.19K 0.6% 53
2021
Q2 		$588K Buy
29,440
+8,440
+40% +$135K 0.56% 53
2021
Q1 		$280K Hold
21,000
– – 0.25% 87
2020
Q4 		$274K Buy
+21,000
New +$281K 0.27% 78

Other funds holding NVDA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Valley Brook Capital Group's NVDA Position: Q2 2026 in Review

Valley Brook Capital Group increased its NVIDIA (NVDA) stake by 1.6% in Q2 2026, buying an estimated $99.9K and bringing the position to 30,477 shares worth $6.1M. The position accounts for 3.46% of the portfolio, ranked #5.

Valley Brook Capital Group first reported a position in NVDA in Q4 2020 and has held it in 23 quarters since. 3,652 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Valley Brook Capital Group held 30,477 shares of NVIDIA worth $6.1M as of Q2 2026.
  • Valley Brook Capital Group bought 486 NVIDIA shares in Q2 2026, an estimated $99.9K.
  • NVIDIA made up 3.46% of Valley Brook Capital Group's portfolio in Q2 2026, its #5 holding.
  • Valley Brook Capital Group first reported a position in NVIDIA in Q4 2020 and has held it in 23 quarters since.
  • 3,652 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.