JF
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Joule Financial’s NVIDIA NVDA Stock Holding History

Joule Financial’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 		$432K Sell
2,160
-15
-0.7% -$3.08K 0.12% 68
2026
Q1 		$379K Buy
2,175
+180
+9% +$33K 0.11% 75
2025
Q4 		$372K Sell
1,995
-313
-14% -$58.3K 0.11% 72
2025
Q3 		$431K Buy
2,308
+50
+2% +$8.71K 0.13% 68
2025
Q2 		$357K Sell
2,258
-5
-0.2% -$629 0.12% 77
2025
Q1 		$245K Buy
2,263
+282
+14% +$35.7K 0.09% 91
2024
Q4 		$266K Sell
1,981
-637
-24% -$87.8K 0.09% 87
2024
Q3 		$318K Sell
2,618
-571
-18% -$67.4K 0.12% 84
2024
Q2 		$394K Buy
3,189
+639
+25% +$64.6K 0.16% 69
2024
Q1 		$230K Sell
2,550
-6,210
-71% -$450K 0.09% 95
2023
Q4 		$434K Buy
+8,760
New +$406K 0.2% 65

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Joule Financial's NVDA Position: Q2 2026 in Review

Joule Financial reduced its NVIDIA (NVDA) stake by 0.69% in Q2 2026, selling an estimated $3.08K and leaving 2,160 shares worth $432K. The position accounts for 0.12% of the portfolio, ranked #68.

Joule Financial first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $434K in Q4 2023. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Joule Financial held 2,160 shares of NVIDIA worth $432K as of Q2 2026.
  • Joule Financial sold 15 NVIDIA shares in Q2 2026, an estimated $3.08K.
  • NVIDIA made up 0.12% of Joule Financial's portfolio in Q2 2026, its #68 holding.
  • Joule Financial first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • Joule Financial's NVIDIA position peaked at $434K in Q4 2023.
  • 2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.