Von Berge Wealth Management Group’s NVIDIA NVDA Stock Holding History

Von Berge Wealth Management 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
2025 Q3	–	Sell	-7,970	Closed	-$1.33M	–	29
2025 Q2	$1.33M	Hold	7,970	–	–	0.75%	28
2025 Q1	$848K	Hold	7,970	–	–	0.55%	32
2024 Q4	$993K	Hold	7,970	–	–	0.6%	30
2024 Q3	$1.16M	Sell	7,970 -1,240	-13%	-$146K	0.72%	29
2024 Q2	$1.14M	Sell	9,210 -1,000	-10%	-$101K	0.73%	30
2024 Q1	$923K	Buy	10,210 +1,240	+14%	+$89.9K	0.59%	31
2023 Q4	$491K	Sell	8,970 -310	-3%	-$14.4K	0.38%	39
2023 Q3	$404K	Sell	9,280 -20	-0.2%	-$896	0.34%	37
2023 Q2	$393K	Buy	9,300 +240	+3%	+$7.97K	0.33%	36
2023 Q1	$253K	Buy	+9,060	New	+$196K	0.23%	49
2022 Q2	–	Sell	-10,320	Closed	-$219K	–	63
2022 Q1	$219K	Buy	10,320 +100	+1%	+$2.51K	0.2%	64
2021 Q4	$250K	Buy	+10,220	New	+$281K	0.23%	53

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Von Berge Wealth Management Group's NVDA Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of NVIDIA (NVDA) in Q3 2025, closing a stake of 7,970 shares — an estimated $1.33M sold.

Von Berge Wealth Management Group first reported a position in NVDA in Q4 2021 and held it in 12 quarters. The position peaked at $1.33M in Q2 2025. 5,365 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

Von Berge Wealth Management Group reported no remaining NVIDIA position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 7,970 NVIDIA shares in Q3 2025, an estimated $1.33M.
Von Berge Wealth Management Group first reported a position in NVIDIA in Q4 2021 and held it in 12 quarters.
Von Berge Wealth Management Group's NVIDIA position peaked at $1.33M in Q2 2025.
5,365 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.