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Eads & Heald Wealth Management’s NVIDIA NVDA Stock Holding History

Eads & Heald 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 		$6.69M Sell
33,456
-3,632
-10% -$747K 3.28% 1
2026
Q1 		$6.47M Sell
37,088
-2,905
-7% -$533K 3.22% 1
2025
Q4 		$7.46M Sell
39,993
-3,470
-8% -$646K 3.61% 1
2025
Q3 		$8.11M Sell
43,463
-1,801
-4% -$314K 3.87% 1
2025
Q2 		$7.15M Sell
45,264
-3,881
-8% -$488K 3.53% 1
2025
Q1 		$5.33M Sell
49,145
-3,226
-6% -$409K 2.71% 1
2024
Q4 		$7.03M Sell
52,371
-915
-2% -$126K 3.46% 1
2024
Q3 		$6.47M Sell
53,286
-6,578
-11% -$777K 3.07% 1
2024
Q2 		$7.4M Sell
59,864
-1,646
-3% -$166K 3.57% 1
2024
Q1 		$5.56M Sell
61,510
-590
-1% -$42.8K 2.59% 1
2023
Q4 		$3.08M Sell
62,100
-520
-0.8% -$24.1K 1.48% 6
2023
Q3 		$2.72M Sell
62,620
-8,150
-12% -$365K 1.43% 8
2023
Q2 		$2.99M Sell
70,770
-11,400
-14% -$378K 1.47% 7
2023
Q1 		$2.28M Sell
82,170
-7,990
-9% -$173K 1.13% 32
2022
Q4 		$1.32M Sell
90,160
-6,390
-7% -$93.7K 0.67% 73
2022
Q3 		$1.17M Sell
96,550
-4,150
-4% -$65.6K 0.66% 70
2022
Q2 		$1.53M Sell
100,700
-1,310
-1% -$24.7K 0.82% 53
2022
Q1 		$2.78M Sell
102,010
-3,990
-4% -$100K 1.29% 13
2021
Q4 		$3.12M Sell
106,000
-14,160
-12% -$390K 1.36% 11
2021
Q3 		$2.49M Sell
120,160
-5,880
-5% -$122K 1.2% 25
2021
Q2 		$2.52M Sell
126,040
-3,080
-2% -$49.4K 1.23% 20
2021
Q1 		$1.72M Buy
129,120
+6,080
+5% +$81.7K 0.89% 55
2020
Q4 		$1.61M Sell
123,040
-14,320
-10% -$192K 0.87% 55
2020
Q3 		$1.86M Sell
137,360
-53,200
-28% -$619K 1.11% 35
2020
Q2 		$1.81M Sell
190,560
-6,560
-3% -$53.1K 1.1% 38
2020
Q1 		$1.3M Sell
197,120
-12,000
-6% -$75.7K 0.92% 51
2019
Q4 		$1.23M Sell
209,120
-6,880
-3% -$35.8K 0.65% 72
2019
Q3 		$940K Buy
216,000
+960
+0.4% +$4.04K 0.53% 80
2019
Q2 		$883K Buy
215,040
+119,440
+125% +$495K 0.5% 84
2019
Q1 		$429K Buy
+95,600
New +$371K 0.25% 111

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

Eads & Heald Wealth Management's NVDA Position: Q2 2026 in Review

Eads & Heald Wealth Management reduced its NVIDIA (NVDA) stake by 9.8% in Q2 2026, selling an estimated $747K and leaving 33,456 shares worth $6.69M. The position accounts for 3.28% of the portfolio, ranked #1.

Eads & Heald Wealth Management first reported a position in NVDA in Q1 2019 and has held it in 30 quarters since. The position peaked at $8.11M in Q3 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Eads & Heald Wealth Management held 33,456 shares of NVIDIA worth $6.69M as of Q2 2026.
  • Eads & Heald Wealth Management sold 3,632 NVIDIA shares in Q2 2026, an estimated $747K.
  • NVIDIA made up 3.28% of Eads & Heald Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Eads & Heald Wealth Management first reported a position in NVIDIA in Q1 2019 and has held it in 30 quarters since.
  • Eads & Heald Wealth Management's NVIDIA position peaked at $8.11M in Q3 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.