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Burton Enright Welch’s NVIDIA NVDA Stock Holding History

Burton Enright Welch’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 		$6.09M Buy
30,449
+13,881
+84% +$2.85M 0.72% 19
2026
Q1 		$2.89M Sell
16,568
-278
-2% -$51K 0.39% 31
2025
Q4 		$3.14M Buy
16,846
+974
+6% +$181K 0.44% 31
2025
Q3 		$2.96M Buy
15,872
+99
+0.6% +$17.3K 0.45% 30
2025
Q2 		$2.49M Buy
15,773
+2,279
+17% +$287K 0.43% 32
2025
Q1 		$1.46M Sell
13,494
-2,805
-17% -$356K 0.3% 37
2024
Q4 		$2.19M Sell
16,299
-628
-4% -$86.6K 0.46% 27
2024
Q3 		$2.06M Sell
16,927
-485
-3% -$57.3K 0.44% 29
2024
Q2 		$2.15M Sell
17,412
-28
-0.2% -$2.83K 0.5% 26
2024
Q1 		$1.58M Sell
17,440
-960
-5% -$69.6K 0.38% 31
2023
Q4 		$911K Sell
18,400
-580
-3% -$26.9K 0.24% 38
2023
Q3 		$826K Sell
18,980
-1,110
-6% -$49.7K 0.25% 34
2023
Q2 		$850K Sell
20,090
-710
-3% -$23.6K 0.27% 34
2023
Q1 		$578K Buy
20,800
+340
+2% +$7.36K 0.22% 38
2022
Q4 		$299K Sell
20,460
-550
-3% -$8.07K 0.12% 53
2022
Q3 		$255K Buy
21,010
+860
+4% +$13.6K 0.13% 51
2022
Q2 		$305K Buy
20,150
+7,040
+54% +$133K 0.18% 49
2022
Q1 		$358K Buy
13,110
+40
+0.3% +$1K 0.2% 48
2021
Q4 		$384K Buy
+13,070
New +$360K 0.26% 43

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
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
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

Burton Enright Welch's NVDA Position: Q2 2026 in Review

Burton Enright Welch increased its NVIDIA (NVDA) stake by 84% in Q2 2026, buying an estimated $2.85M and bringing the position to 30,449 shares worth $6.09M. The position accounts for 0.72% of the portfolio, ranked #19.

Burton Enright Welch first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. 5,951 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Burton Enright Welch held 30,449 shares of NVIDIA worth $6.09M as of Q2 2026.
  • Burton Enright Welch bought 13,881 NVIDIA shares in Q2 2026, an estimated $2.85M.
  • NVIDIA made up 0.72% of Burton Enright Welch's portfolio in Q2 2026, its #19 holding.
  • Burton Enright Welch first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • 5,951 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.