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	–	Hold	0	–	-$93.3K	–	493
2025 Q4	–	Hold	0	–	–	–	467

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Berger Financial Group's NVDA Position: Q2 2026 in Review

Berger Financial Group increased its NVIDIA (NVDA) stake by 11% in Q2 2026, buying an estimated $2.8M and bringing the position to 141,469 shares worth $28.3M. The position accounts for 1.45% of the portfolio, ranked #13.

Berger Financial Group first reported a position in NVDA in Q4 2020 and has held it in 23 quarters since. 5,991 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Berger Financial Group held 141,469 shares of NVIDIA worth $28.3M as of Q2 2026.
Berger Financial Group bought 13,600 NVIDIA shares in Q2 2026, an estimated $2.8M.
NVIDIA made up 1.45% of Berger Financial Group's portfolio in Q2 2026, its #13 holding.
Berger Financial Group first reported a position in NVIDIA in Q4 2020 and has held it in 23 quarters since.
5,991 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.