Valeo Financial Advisors
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Valeo Financial Advisors’s NVIDIA NVDA Stock Holding History

Valeo Financial 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
2026
Q3 		$5.7K Sell
200
-400
-67% -$85.8K ﹤0.01% 857
2026
Q2 		$31.7K Buy
600
+400
+200% +$82.2K ﹤0.01% 820
2026
Q1 		$19.6K Buy
200
+100
+100% +$18.3K ﹤0.01% 739
2025
Q4 		$2.52K Buy
+100
New +$18.6K ﹤0.01% 835
2025
Q3 		– Sell
-400
Closed -$24.6K – 870
2025
Q2 		$24.6K Sell
400
-1,200
-75% -$151K ﹤0.01% 766
2025
Q1 		$173K Buy
+1,600
New +$203K ﹤0.01% 648
2024
Q3 		– Sell
-400
Closed -$54 – 731
2024
Q2 		$54 Buy
+400
New +$40.4K ﹤0.01% 673
2024
Q1 		– Sell
-4,000
Closed -$198 – 696
2023
Q4 		$198 Buy
+4,000
New +$185K ﹤0.01% 643
2020
Q3 		– Sell
-4,000
Closed -$38K – 1967
2020
Q2 		$38K Hold
4,000
– – ﹤0.01% 826
2020
Q1 		$26K Buy
+4,000
New +$25.2K ﹤0.01% 810

Other funds holding NVDA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Valeo Financial Advisors's NVDA Position: Q3 2026 in Review

Valeo Financial Advisors increased its NVIDIA (NVDA) stake by 0.36% in Q3 2026, buying an estimated $372K and bringing the position to 487,896 shares worth $111M. The position accounts for 2.35% of the portfolio, ranked #11.

Valeo Financial Advisors first reported a position in NVDA in Q3 2017 and has held it in 37 quarters since. The position peaked at $113M in Q3 2025. 927 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Valeo Financial Advisors held 487,896 shares of NVIDIA worth $111M as of Q3 2026.
  • Valeo Financial Advisors bought 1,734 NVIDIA shares in Q3 2026, an estimated $372K.
  • NVIDIA made up 2.35% of Valeo Financial Advisors's portfolio in Q3 2026, its #11 holding.
  • Valeo Financial Advisors first reported a position in NVIDIA in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's NVIDIA position peaked at $113M in Q3 2025.
  • 927 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.