Whelan Financial
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Whelan Financial’s NVIDIA NVDA Stock Holding History

Whelan Financial’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 		$11.3M Buy
49,647
+5,648
+13% +$1.21M 2.94% 10
2026
Q2 		$8.8M Buy
43,999
+83
+0.2% +$17.1K 2.4% 10
2026
Q1 		$7.66M Buy
43,916
+10,498
+31% +$1.93M 2.38% 10
2025
Q4 		$6.23M Sell
33,418
-710
-2% -$132K 1.95% 10
2025
Q3 		$6.37M Buy
34,128
+8,348
+32% +$1.46M 2.02% 10
2025
Q2 		$4.07M Sell
25,780
-604
-2% -$76K 1.47% 11
2025
Q1 		$2.86M Buy
26,384
+10
+0% +$1.27K 1.11% 12
2024
Q4 		$3.54M Buy
26,374
+10,035
+61% +$1.38M 1.39% 11
2024
Q3 		$1.98M Buy
16,339
+1,647
+11% +$195K 0.82% 11
2024
Q2 		$1.82M Buy
14,692
+2,742
+23% +$277K 0.81% 12
2024
Q1 		$1.08M Buy
11,950
+3,060
+34% +$222K 0.49% 18
2023
Q4 		$440K Buy
8,890
+2,210
+33% +$102K 0.21% 25
2023
Q3 		$291K Buy
6,680
+1,610
+32% +$72.1K 0.15% 28
2023
Q2 		$215K Buy
+5,070
New +$168K 0.11% 30

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Whelan Financial's NVDA Position: Q3 2026 in Review

Whelan Financial increased its NVIDIA (NVDA) stake by 13% in Q3 2026, buying an estimated $1.21M and bringing the position to 49,647 shares worth $11.3M. The position accounts for 2.94% of the portfolio, ranked #10.

Whelan Financial first reported a position in NVDA in Q2 2023 and has held it in 14 quarters since. 2,870 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Whelan Financial held 49,647 shares of NVIDIA worth $11.3M as of Q3 2026.
  • Whelan Financial bought 5,648 NVIDIA shares in Q3 2026, an estimated $1.21M.
  • NVIDIA made up 2.94% of Whelan Financial's portfolio in Q3 2026, its #10 holding.
  • Whelan Financial first reported a position in NVIDIA in Q2 2023 and has held it in 14 quarters since.
  • 2,870 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.