BFWA
NVDA icon

Benchmark Financial Wealth Advisors’s NVIDIA NVDA Stock Holding History

Benchmark Financial 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 		$13.1M Sell
65,497
-679
-1% -$140K 3.23% 7
2026
Q1 		$11.5M Sell
66,176
-5,260
-7% -$965K 3.2% 9
2025
Q4 		$13.3M Buy
71,436
+12,828
+22% +$2.39M 3.82% 6
2025
Q3 		$10.9M Buy
58,608
+3,495
+6% +$609K 3.29% 8
2025
Q2 		$8.71M Buy
55,113
+5
+0% +$629 2.88% 8
2025
Q1 		$5.97M Sell
55,108
-9,539
-15% -$1.21M 2.26% 12
2024
Q4 		$8.68M Sell
64,647
-4,151
-6% -$572K 2.78% 11
2024
Q3 		$8.35M Buy
68,798
+2,236
+3% +$264K 2.79% 11
2024
Q2 		$8.22M Buy
66,562
+632
+1% +$63.9K 3.05% 9
2024
Q1 		$5.96M Buy
65,930
+1,500
+2% +$109K 2.28% 12
2023
Q4 		$3.19M Sell
64,430
-1,800
-3% -$83.4K 1.38% 19
2023
Q3 		$2.88M Buy
66,230
+1,170
+2% +$52.4K 1.35% 18
2023
Q2 		$2.75M Sell
65,060
-8,440
-11% -$280K 1.28% 18
2023
Q1 		$2.04M Sell
73,500
-500
-0.7% -$10.8K 1.05% 18
2022
Q4 		$1.08M Sell
74,000
-4,700
-6% -$68.9K 0.59% 23
2022
Q3 		$955K Buy
78,700
+5,000
+7% +$79K 0.56% 26
2022
Q2 		$1.12M Sell
73,700
-620
-0.8% -$11.7K 0.57% 27
2022
Q1 		$2.03M Buy
74,320
+2,410
+3% +$60.4K 0.86% 23
2021
Q4 		$2.12M Buy
71,910
+140
+0.2% +$3.85K 0.88% 23
2021
Q3 		$1.49M Sell
71,770
-1,950
-3% -$40.5K 0.71% 23
2021
Q2 		$1.48M Sell
73,720
-560
-0.8% -$8.98K 0.7% 23
2021
Q1 		$992K Sell
74,280
-11,960
-14% -$161K 0.54% 25
2020
Q4 		$1.13M Sell
86,240
-680
-0.8% -$9.1K 0.62% 26
2020
Q3 		$1.18M Buy
86,920
+4,040
+5% +$47K 0.76% 22
2020
Q2 		$787K Buy
82,880
+28,560
+53% +$231K 0.58% 26
2020
Q1 		$358K Sell
54,320
-7,760
-13% -$49K 0.36% 27
2019
Q4 		$365K Sell
62,080
-4,960
-7% -$25.8K 0.3% 27
2019
Q3 		$292K Sell
67,040
-77,640
-54% -$327K 0.29% 28
2019
Q2 		$594K Buy
144,680
+23,040
+19% +$95.5K 0.58% 19
2019
Q1 		$546K Sell
121,640
-54,680
-31% -$212K 0.57% 20
2018
Q4 		$588K Buy
+176,320
New +$844K 0.73% 16

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

Benchmark Financial Wealth Advisors's NVDA Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its NVIDIA (NVDA) stake by 1% in Q2 2026, selling an estimated $140K and leaving 65,497 shares worth $13.1M. The position accounts for 3.23% of the portfolio, ranked #7.

Benchmark Financial Wealth Advisors first reported a position in NVDA in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.3M in Q4 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 65,497 shares of NVIDIA worth $13.1M as of Q2 2026.
  • Benchmark Financial Wealth Advisors sold 679 NVIDIA shares in Q2 2026, an estimated $140K.
  • NVIDIA made up 3.23% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Benchmark Financial Wealth Advisors first reported a position in NVIDIA in Q4 2018 and has held it in 31 quarters since.
  • Benchmark Financial Wealth Advisors's NVIDIA position peaked at $13.3M in Q4 2025.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.