Burrus Financial Services’s NVIDIA NVDA Stock Holding History

Burrus 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 Q1	–	Sell	-1,057	Closed	-$273K	–	14
2025 Q4	$273K	Buy	+1,057	New	+$197K	0.16%	10

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Burrus Financial Services's NVDA Position: Q1 2026 in Review

Burrus Financial Services sold out of NVIDIA (NVDA) in Q1 2026, closing a stake of 1,057 shares — an estimated $273K sold.

Burrus Financial Services first reported a position in NVDA in Q4 2025 and held it in 1 quarter. The position peaked at $273K in Q4 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Burrus Financial Services reported no remaining NVIDIA position as of Q1 2026 after selling out during the quarter.
Burrus Financial Services sold 1,057 NVIDIA shares in Q1 2026, an estimated $273K.
Burrus Financial Services first reported a position in NVIDIA in Q4 2025 and held it in 1 quarter.
Burrus Financial Services's NVIDIA position peaked at $273K in Q4 2025.
5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Burrus Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.