Burkett Financial Services’s NVIDIA NVDA Stock Holding History

Burkett Financial Services’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	$1.04M	Sell	5,214 -15	-0.3%	-$3.08K	0.33%	27
2026 Q1	$912K	Buy	5,229 +10	+0.2%	+$1.83K	0.31%	27
2025 Q4	$973K	Sell	5,219 -90	-2%	-$16.8K	0.33%	27
2025 Q3	$990K	Sell	5,309 -141	-3%	-$24.6K	0.34%	26
2025 Q2	$861K	Buy	5,450 +70	+1%	+$8.81K	0.31%	29
2025 Q1	$583K	Buy	5,380 +130	+2%	+$16.5K	0.24%	32
2024 Q4	$705K	Buy	5,250 +1,001	+24%	+$138K	0.29%	30
2024 Q3	$516K	Buy	4,249 +20	+0.5%	+$2.36K	0.21%	32
2024 Q2	$522K	Buy	4,229 +329	+8%	+$33.3K	0.27%	30
2024 Q1	$353K	Sell	3,900 -600	-13%	-$43.5K	0.18%	35
2023 Q4	$223K	Buy	+4,500	New	+$209K	0.12%	41

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Burkett Financial Services's NVDA Position: Q2 2026 in Review

Burkett Financial Services reduced its NVIDIA (NVDA) stake by 0.29% in Q2 2026, selling an estimated $3.08K and leaving 5,214 shares worth $1.04M. The position accounts for 0.33% of the portfolio, ranked #27.

Burkett Financial Services first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 2,052 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Burkett Financial Services held 5,214 shares of NVIDIA worth $1.04M as of Q2 2026.
Burkett Financial Services sold 15 NVIDIA shares in Q2 2026, an estimated $3.08K.
NVIDIA made up 0.33% of Burkett Financial Services's portfolio in Q2 2026, its #27 holding.
Burkett Financial Services first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
2,052 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.