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
2025 Q1	–	Sell	-700	Closed	-$94K	–	743
2024 Q4	$94K	Buy	+700	New	+$96.5K	﹤0.01%	701
2024 Q3	–	Sell	-200	Closed	-$25	–	732
2024 Q2	$25	Sell	200 -800	-80%	-$80.9K	﹤0.01%	676
2024 Q1	$80	Sell	1,000 -28,000	-97%	-$2.03M	﹤0.01%	655
2023 Q4	$1.44K	Buy	+29,000	New	+$1.34M	﹤0.01%	636
2023 Q1	–	Sell	-1,000	Closed	-$15	–	658
2022 Q4	$15	Buy	+1,000	New	+$14.7K	﹤0.01%	556
2021 Q1	–	Sell	-44,000	Closed	-$574K	–	2132
2020 Q4	$574K	Buy	+44,000	New	+$589K	0.03%	230

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

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. 2,020 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.
2,020 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.