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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
Q2 		$8.61M Sell
43,047
-4,368
-9% -$898K 3.88% 1
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Whalen Wealth Management's NVDA Position: Q2 2026 in Review

Whalen Wealth Management reduced its NVIDIA (NVDA) stake by 9.2% in Q2 2026, selling an estimated $898K and leaving 43,047 shares worth $8.61M. The position accounts for 3.88% of the portfolio, ranked #1.

Whalen Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Whalen Wealth Management held 43,047 shares of NVIDIA worth $8.61M as of Q2 2026.
  • Whalen Wealth Management sold 4,368 NVIDIA shares in Q2 2026, an estimated $898K.
  • NVIDIA made up 3.88% of Whalen Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Whalen Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.