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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
Q2 		$845K Buy
4,223
+1
+0% +$206 2.71% 10
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 $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

Berry Wealth Group's NVDA Position: Q2 2026 in Review

Berry Wealth Group increased its NVIDIA (NVDA) stake by 0.02% in Q2 2026, buying an estimated $206 and bringing the position to 4,223 shares worth $845K. The position accounts for 2.71% of the portfolio, ranked #10.

Berry Wealth Group first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.86M in Q2 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Berry Wealth Group held 4,223 shares of NVIDIA worth $845K as of Q2 2026.
  • Berry Wealth Group bought 1 NVIDIA share in Q2 2026, an estimated $206.
  • NVIDIA made up 2.71% of Berry Wealth Group's portfolio in Q2 2026, its #10 holding.
  • Berry Wealth Group first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • Berry Wealth Group's NVIDIA position peaked at $1.86M in Q2 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.