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Burling Wealth Partners’s NVIDIA NVDA Stock Holding History

Burling Wealth Partners’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 		$25.4M Buy
145,493
+3,277
+2% +$601K 4.1% 4
2025
Q4 		$26.5M Buy
142,216
+13,749
+11% +$2.56M 4.12% 4
2025
Q3 		$24M Buy
128,467
+3,985
+3% +$695K 3.97% 4
2025
Q2 		$19.7M Buy
124,482
+28,665
+30% +$3.61M 3.63% 4
2025
Q1 		$10.4M Buy
95,817
+9,016
+10% +$1.14M 2.19% 11
2024
Q4 		$11.7M Buy
+86,801
New +$12M 2.38% 10

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

Burling Wealth Partners's NVDA Position: Q1 2026 in Review

Burling Wealth Partners increased its NVIDIA (NVDA) stake by 2.3% in Q1 2026, buying an estimated $601K and bringing the position to 145,493 shares worth $25.4M. The position accounts for 4.1% of the portfolio, ranked #4.

Burling Wealth Partners first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $26.5M in Q4 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Burling Wealth Partners held 145,493 shares of NVIDIA worth $25.4M as of Q1 2026.
  • Burling Wealth Partners bought 3,277 NVIDIA shares in Q1 2026, an estimated $601K.
  • NVIDIA made up 4.1% of Burling Wealth Partners's portfolio in Q1 2026, its #4 holding.
  • Burling Wealth Partners first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's NVIDIA position peaked at $26.5M in Q4 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.