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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
Q3 		$1.67M Buy
7,329
+2,115
+41% +$453K 0.51% 16
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Burkett Financial Services's NVDA Position: Q3 2026 in Review

Burkett Financial Services increased its NVIDIA (NVDA) stake by 41% in Q3 2026, buying an estimated $453K and bringing the position to 7,329 shares worth $1.67M. The position accounts for 0.51% of the portfolio, ranked #16.

Burkett Financial Services first reported a position in NVDA in Q4 2023 and has held it in 12 quarters since. 331 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Burkett Financial Services held 7,329 shares of NVIDIA worth $1.67M as of Q3 2026.
  • Burkett Financial Services bought 2,115 NVIDIA shares in Q3 2026, an estimated $453K.
  • NVIDIA made up 0.51% of Burkett Financial Services's portfolio in Q3 2026, its #16 holding.
  • Burkett Financial Services first reported a position in NVIDIA in Q4 2023 and has held it in 12 quarters since.
  • 331 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.