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Benson Wealth Management’s NVIDIA NVDA Stock Holding History

Benson 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
2026
Q2 		$2.19M Sell
10,935
-2,542
-19% -$523K 2.2% 13
2026
Q1 		$2.35M Sell
13,477
-378
-3% -$69.3K 3.22% 7
2025
Q4 		$2.58M Buy
+13,855
New +$2.58M 2.88% 13

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

Benson Wealth Management's NVDA Position: Q2 2026 in Review

Benson Wealth Management reduced its NVIDIA (NVDA) stake by 19% in Q2 2026, selling an estimated $523K and leaving 10,935 shares worth $2.19M. The position accounts for 2.2% of the portfolio, ranked #13.

Benson Wealth Management first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.58M in Q4 2025. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Benson Wealth Management held 10,935 shares of NVIDIA worth $2.19M as of Q2 2026.
  • Benson Wealth Management sold 2,542 NVIDIA shares in Q2 2026, an estimated $523K.
  • NVIDIA made up 2.2% of Benson Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Benson Wealth Management first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • Benson Wealth Management's NVIDIA position peaked at $2.58M in Q4 2025.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.