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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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 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. 570 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.
  • 570 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.