BFS
NVDA icon

Burr Financial Services’s NVIDIA NVDA Stock Holding History

Burr 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 		$52.9M Sell
231,470
-4,675
-2% -$1M 32.32% 1
2026
Q2 		$47.3M Sell
236,145
-6,553
-3% -$1.35M 29.32% 1
2026
Q1 		$42.3M Buy
242,698
+30,528
+14% +$5.6M 33.63% 1
2025
Q4 		$39.6M Sell
212,170
-8
-0% -$1.49K 29.6% 1
2025
Q3 		$39.6M Buy
212,178
+55,657
+36% +$9.7M 29.4% 1
2025
Q2 		$24.7M Sell
156,521
-292,801
-65% -$36.8M 20.8% 1
2025
Q1 		$48.7M Sell
449,322
-6,176
-1% -$783K 38.2% 1
2024
Q4 		$61.2M Sell
455,498
-59,449
-12% -$8.19M 41.28% 1
2024
Q3 		$62.5M Sell
514,947
-1,848
-0.4% -$218K 44.29% 1
2024
Q2 		$63.8M Buy
516,795
+184,505
+56% +$18.7M 44.58% 1
2024
Q1 		$30.1M Buy
332,290
+1,760
+0.5% +$128K 23.48% 1
2023
Q4 		$31.3M Buy
+330,530
New +$15.3M 23.95% 1

Other funds holding NVDA

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Burr Financial Services reduced its NVIDIA (NVDA) stake by 2% in Q3 2026, selling an estimated $1M and leaving 231,470 shares worth $52.9M. The position accounts for 32.32% of the portfolio, ranked #1.

Burr Financial Services first reported a position in NVDA in Q4 2023 and has held it in 12 quarters since. The position peaked at $63.8M in Q2 2024. 5,002 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Burr Financial Services held 231,470 shares of NVIDIA worth $52.9M as of Q3 2026.
  • Burr Financial Services sold 4,675 NVIDIA shares in Q3 2026, an estimated $1M.
  • NVIDIA made up 32.32% of Burr Financial Services's portfolio in Q3 2026, its #1 holding.
  • Burr Financial Services first reported a position in NVIDIA in Q4 2023 and has held it in 12 quarters since.
  • Burr Financial Services's NVIDIA position peaked at $63.8M in Q2 2024.
  • 5,002 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Burr Financial Services's 13F filing for Q3 2026, filed 8 Oct 2026.