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Burt Wealth Advisors’s NVIDIA NVDA Stock Holding History

Burt Wealth Advisors’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
2025
Q3 		$302K Buy
1,617
+54
+3% +$9.41K 0.07% 95
2025
Q2 		$247K Buy
+1,563
New +$197K 0.06% 106
2025
Q1 		– Sell
-1,496
Closed -$201K – 114
2024
Q4 		$201K Buy
+1,496
New +$206K 0.05% 112
2021
Q1 		– Sell
-1,120
Closed -$15K – 269
2020
Q4 		$15K Hold
1,120
– – 0.01% 266
2020
Q3 		$15K Buy
1,120
+40
+4% +$465 0.01% 257
2020
Q2 		$10K Buy
+1,080
New +$8.74K ﹤0.01% 268
2016
Q2 		– Sell
-1,400
Closed -$1K – 514
2016
Q1 		$1K Buy
+1,400
New +$1.07K ﹤0.01% 534

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Burt Wealth Advisors's NVDA Position: Q3 2025 in Review

Burt Wealth Advisors increased its NVIDIA (NVDA) stake by 3.5% in Q3 2025, buying an estimated $9.41K and bringing the position to 1,617 shares worth $302K. The position accounts for 0.07% of the portfolio, ranked #95.

Burt Wealth Advisors first reported a position in NVDA in Q1 2016 and has held it in 7 quarters since. 5,376 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

  • Burt Wealth Advisors held 1,617 shares of NVIDIA worth $302K as of Q3 2025.
  • Burt Wealth Advisors bought 54 NVIDIA shares in Q3 2025, an estimated $9.41K.
  • NVIDIA made up 0.07% of Burt Wealth Advisors's portfolio in Q3 2025, its #95 holding.
  • Burt Wealth Advisors first reported a position in NVIDIA in Q1 2016 and has held it in 7 quarters since.
  • 5,376 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.