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Berger Financial Group’s NVIDIA NVDA Stock Holding History

Berger Financial 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
Q1 		$22.3M Sell
127,869
-1,621
-1% -$297K 1.25% 14
2025
Q4 		$24.1M Sell
129,490
-260
-0.2% -$48.4K 1.4% 12
2025
Q3 		$24.2M Sell
129,750
-1,392
-1% -$243K 1.45% 11
2025
Q2 		$20.7M Sell
131,142
-4,978
-4% -$626K 1.34% 14
2025
Q1 		$14.8M Buy
136,120
+2,327
+2% +$295K 1.02% 19
2024
Q4 		$18M Buy
133,793
+1,819
+1% +$251K 1.24% 16
2024
Q3 		$16M Buy
131,974
+6,844
+5% +$808K 1.16% 19
2024
Q2 		$15.5M Buy
125,130
+3,130
+3% +$316K 1.23% 18
2024
Q1 		$11M Buy
122,000
+1,230
+1% +$89.2K 0.91% 25
2023
Q4 		$5.98M Buy
120,770
+9,830
+9% +$456K 0.62% 38
2023
Q3 		$4.83M Sell
110,940
-2,270
-2% -$102K 0.55% 52
2023
Q2 		$4.79M Sell
113,210
-2,270
-2% -$75.4K 0.54% 46
2023
Q1 		$3.21M Buy
115,480
+4,620
+4% +$100K 0.39% 78
2022
Q4 		$1.62M Sell
110,860
-11,320
-9% -$166K 0.21% 89
2022
Q3 		$1.48M Buy
122,180
+4,660
+4% +$73.7K 0.22% 89
2022
Q2 		$1.78M Buy
117,520
+230
+0.2% +$4.34K 0.26% 76
2022
Q1 		$3.2M Buy
117,290
+8,540
+8% +$214K 0.41% 70
2021
Q4 		$3.2M Buy
108,750
+80,840
+290% +$2.22M 0.42% 73
2021
Q3 		$578K Buy
27,910
+350
+1% +$7.27K 0.1% 106
2021
Q2 		$551K Sell
27,560
-7,240
-21% -$116K 0.1% 109
2021
Q1 		$465K Buy
34,800
+680
+2% +$9.14K 0.1% 115
2020
Q4 		$445K Buy
+34,120
New +$457K 0.08% 132

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berger Financial Group's NVDA Position: Q1 2026 in Review

Berger Financial Group reduced its NVIDIA (NVDA) stake by 1.3% in Q1 2026, selling an estimated $297K and leaving 127,869 shares worth $22.3M. The position accounts for 1.25% of the portfolio, ranked #14.

Berger Financial Group first reported a position in NVDA in Q4 2020 and has held it in 22 quarters since. The position peaked at $24.2M in Q3 2025. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Berger Financial Group held 127,869 shares of NVIDIA worth $22.3M as of Q1 2026.
  • Berger Financial Group sold 1,621 NVIDIA shares in Q1 2026, an estimated $297K.
  • NVIDIA made up 1.25% of Berger Financial Group's portfolio in Q1 2026, its #14 holding.
  • Berger Financial Group first reported a position in NVIDIA in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's NVIDIA position peaked at $24.2M in Q3 2025.
  • 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.