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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Burr Financial Services reduced its NVIDIA (NVDA) stake by 2.7% in Q2 2026, selling an estimated $1.35M and leaving 236,145 shares worth $47.3M. The position accounts for 29.32% of the portfolio, ranked #1.

Burr Financial Services first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $63.8M in Q2 2024. 5,714 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Burr Financial Services held 236,145 shares of NVIDIA worth $47.3M as of Q2 2026.
  • Burr Financial Services sold 6,553 NVIDIA shares in Q2 2026, an estimated $1.35M.
  • NVIDIA made up 29.32% of Burr Financial Services's portfolio in Q2 2026, its #1 holding.
  • Burr Financial Services first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • Burr Financial Services's NVIDIA position peaked at $63.8M in Q2 2024.
  • 5,714 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Burr Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.