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Whalen Wealth Management’s NVIDIA NVDA Stock Holding History

Whalen Wealth Management’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
Q1 		$8.27M Buy
47,415
+7,985
+20% +$1.46M 4.43% 2
2025
Q4 		$7.35M Buy
39,430
+2,940
+8% +$547K 3.95% 2
2025
Q3 		$6.81M Buy
36,490
+6,162
+20% +$1.07M 3.98% 2
2025
Q2 		$4.79M Sell
30,328
-12,488
-29% -$1.57M 3.01% 2
2025
Q1 		$4.64M Buy
42,816
+6,172
+17% +$782K 3.1% 8
2024
Q4 		$4.92M Sell
36,644
-3,284
-8% -$453K 3.41% 3
2024
Q3 		$4.85M Buy
39,928
+3,177
+9% +$375K 3.43% 3
2024
Q2 		$4.54M Sell
36,751
-8,589
-19% -$868K 3.6% 5
2024
Q1 		$4.1M Buy
45,340
+7,450
+20% +$540K 3.03% 4
2023
Q4 		$1.88M Buy
+37,890
New +$1.76M 1.69% 9

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Whalen Wealth Management's NVDA Position: Q1 2026 in Review

Whalen Wealth Management increased its NVIDIA (NVDA) stake by 20% in Q1 2026, buying an estimated $1.46M and bringing the position to 47,415 shares worth $8.27M. The position accounts for 4.43% of the portfolio, ranked #2.

Whalen Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Whalen Wealth Management held 47,415 shares of NVIDIA worth $8.27M as of Q1 2026.
  • Whalen Wealth Management bought 7,985 NVIDIA shares in Q1 2026, an estimated $1.46M.
  • NVIDIA made up 4.43% of Whalen Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Whalen Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.