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Benchmark Wealth Management’s NVIDIA NVDA Stock Holding History

Benchmark Wealth Management’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
2025
Q2 		$403K Sell
2,550
-450
-15% -$56.6K 0.18% 46
2025
Q1 		$325K Hold
3,000
– – 0.16% 52
2024
Q4 		$403K Hold
3,000
– – 0.2% 37
2024
Q3 		$364K Hold
3,000
– – 0.18% 38
2024
Q2 		$371K Hold
3,000
– – 0.2% 37
2024
Q1 		$271K Buy
+3,000
New +$217K 0.15% 45

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Benchmark Wealth Management's NVDA Position: Q2 2025 in Review

Benchmark Wealth Management reduced its NVIDIA (NVDA) stake by 15% in Q2 2025, selling an estimated $56.6K and leaving 2,550 shares worth $403K. The position accounts for 0.18% of the portfolio, ranked #46.

Benchmark Wealth Management first reported a position in NVDA in Q1 2024 and has held it in 6 quarters since. 5,279 funds tracked by Wall St. Rank hold NVDA as of Q2 2025.

  • Benchmark Wealth Management held 2,550 shares of NVIDIA worth $403K as of Q2 2025.
  • Benchmark Wealth Management sold 450 NVIDIA shares in Q2 2025, an estimated $56.6K.
  • NVIDIA made up 0.18% of Benchmark Wealth Management's portfolio in Q2 2025, its #46 holding.
  • Benchmark Wealth Management first reported a position in NVIDIA in Q1 2024 and has held it in 6 quarters since.
  • 5,279 funds tracked by Wall St. Rank held NVIDIA as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.