Ownership history in Whelan Financial · 11 quarters on record
This page tracks every 13F SEC filing in which Whelan Financial reported a position in NVIDIA CORPORATION (NVDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 33,418 | -710 | -2.1% | 1.95% | $6.2M | $186.49 |
| 2025 Q3 | ADDED | 34,128 | +8,348 | +32.4% | 2.02% | $6.4M | $186.56 |
| 2025 Q2 | REDUCED | 25,780 | -604 | -2.3% | 1.47% | $4.1M | $157.96 |
| 2025 Q1 | ADDED | 26,384 | +10 | +0.0% | 1.11% | $2.9M | $108.35 |
| 2024 Q4 | ADDED | 26,374 | +10,035 | +61.4% | 1.39% | $3.5M | $134.25 |
| 2024 Q3 | ADDED | 16,339 | +1,647 | +11.2% | 0.82% | $2.0M | $121.39 |
| 2024 Q2 | ADDED | 14,692 | +13,497 | +1129.5% | 0.81% | $1.8M | $123.48 |
| 2024 Q1 | ADDED | 1,195 | +306 | +34.4% | 0.49% | $1.1M | $90.31 |
| 2023 Q4 | ADDED | 889 | +221 | +33.1% | 0.21% | $440K | $49.49 |
| 2023 Q3 | ADDED | 668 | +161 | +31.8% | 0.15% | $291K | $43.47 |
As of 2025 Q4 — sorted by position size