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Berry Wealth Group’s NVIDIA NVDA Stock Holding History

Berry Wealth 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 		$736K Hold
4,222
– – 2.75% 11
2025
Q4 		$787K Sell
4,222
-97
-2% -$18.1K 2.76% 11
2025
Q3 		$806K Sell
4,319
-7,481
-63% -$1.3M 2.63% 11
2025
Q2 		$1.86M Buy
11,800
+379
+3% +$47.7K 1.3% 22
2025
Q1 		$1.24M Buy
11,421
+619
+6% +$78.5K 0.97% 29
2024
Q4 		$1.45M Sell
10,802
-162
-1% -$22.3K 1.05% 28
2024
Q3 		$1.33M Buy
10,964
+93
+0.9% +$11K 0.95% 29
2024
Q2 		$1.34M Buy
10,871
+461
+4% +$46.6K 1.07% 25
2024
Q1 		$941K Buy
10,410
+1,580
+18% +$115K 0.78% 27
2023
Q4 		$437K Buy
+8,830
New +$409K 0.4% 40

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

Berry Wealth Group's NVDA Position: Q1 2026 in Review

Berry Wealth Group held its NVIDIA (NVDA) position steady in Q1 2026 at 4,222 shares worth $736K. The position accounts for 2.75% of the portfolio, ranked #11.

Berry Wealth Group first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.86M in Q2 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Berry Wealth Group held 4,222 shares of NVIDIA worth $736K as of Q1 2026.
  • Berry Wealth Group left its NVIDIA share count unchanged in Q1 2026.
  • NVIDIA made up 2.75% of Berry Wealth Group's portfolio in Q1 2026, its #11 holding.
  • Berry Wealth Group first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
  • Berry Wealth Group's NVIDIA position peaked at $1.86M in Q2 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.