Valeo Financial Advisors’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$97.3M Buy
486,162
+4,565
+0.9% +$939K 2.05% 11
2026
Q1
$84M Sell
481,597
-119,298
-20% -$21.9M 2.01% 12
2025
Q4
$112M Sell
600,895
-4,229
-0.7% -$787K 2.49% 10
2025
Q3
$113M Buy
605,124
+2,024
+0.3% +$353K 2.57% 8
2025
Q2
$95.3M Buy
603,100
+52,466
+10% +$6.6M 2.34% 11
2025
Q1
$59.7M Buy
550,634
+6,885
+1% +$873K 1.66% 15
2024
Q4
$73.1M Buy
543,749
+66
+0% +$9.1K 2.03% 12
2024
Q3
$66.1M Sell
543,683
-6,417
-1% -$758K 1.88% 13
2024
Q2
$68M Buy
550,100
+7,760
+1% +$785K 2.13% 13
2024
Q1
$43.2M Buy
542,340
+62,900
+13% +$4.56M 1.55% 14
2023
Q4
$23.7M Buy
479,440
+45,370
+10% +$2.1M 0.96% 19
2023
Q3
$18.9M Buy
434,070
+68,300
+19% +$3.06M 0.86% 19
2023
Q2
$15.5M Sell
365,770
-65,660
-15% -$2.18M 0.71% 21
2023
Q1
$12M Buy
431,430
+78,880
+22% +$1.71M 0.58% 25
2022
Q4
$5.15M Buy
352,550
+27,480
+8% +$403K 0.28% 52
2022
Q3
$3.95M Buy
325,070
+31,130
+11% +$492K 0.25% 59
2022
Q2
$4.46M Sell
293,940
-28,120
-9% -$531K 0.28% 56
2022
Q1
$8.8M Buy
322,060
+116,990
+57% +$2.93M 0.45% 33
2021
Q4
$6.03M Buy
205,070
+9,670
+5% +$266K 0.33% 45
2021
Q3
$4.05M Buy
195,400
+37,880
+24% +$787K 0.23% 66
2021
Q2
$3.15M Sell
157,520
-749,240
-83% -$12M 0.19% 77
2021
Q1
$12.1M Sell
906,760
-16,440
-2% -$221K 0.56% 23
2020
Q4
$12.1M Buy
923,200
+737,360
+397% +$9.87M 0.62% 23
2020
Q3
$2.52M Sell
185,840
-10,840
-6% -$126K 0.22% 69
2020
Q2
$1.87M Sell
196,680
-60,600
-24% -$490K 0.17% 82
2020
Q1
$1.69M Sell
257,280
-86,960
-25% -$549K 0.18% 82
2019
Q4
$2.02M Buy
344,240
+6,520
+2% +$33.9K 0.2% 82
2019
Q3
$1.47M Buy
337,720
+24,640
+8% +$104K 0.16% 87
2019
Q2
$1.28M Buy
313,080
+43,400
+16% +$180K 0.15% 99
2019
Q1
$1.21M Buy
269,680
+107,800
+67% +$418K 0.15% 105
2018
Q4
$540K Buy
161,880
+82,840
+105% +$396K 0.08% 160
2018
Q3
$416K Buy
79,040
+35,600
+82% +$232K 0.06% 188
2018
Q2
$278K Buy
43,440
+16,760
+63% +$102K 0.04% 238
2018
Q1
$154K Buy
26,680
+8,400
+46% +$49.3K 0.02% 285
2017
Q4
$88K Buy
18,280
+11,600
+174% +$57.6K 0.01% 366
2017
Q3
$30K Buy
+6,680
New +$27.8K 0.01% 498

Other funds holding NVDA

Valeo Financial Advisors's NVDA Position: Q2 2026 in Review

Valeo Financial Advisors increased its NVIDIA (NVDA) stake by 0.95% in Q2 2026, buying an estimated $939K and bringing the position to 486,162 shares worth $97.3M. The position accounts for 2.05% of the portfolio, ranked #11.

Valeo Financial Advisors first reported a position in NVDA in Q3 2017 and has held it in 36 quarters since. The position peaked at $113M in Q3 2025. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Valeo Financial Advisors held 486,162 shares of NVIDIA worth $97.3M as of Q2 2026.
  • Valeo Financial Advisors bought 4,565 NVIDIA shares in Q2 2026, an estimated $939K.
  • NVIDIA made up 2.05% of Valeo Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Valeo Financial Advisors first reported a position in NVIDIA in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's NVIDIA position peaked at $113M in Q3 2025.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.