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Heartwood Wealth Advisors’s NVIDIA NVDA Stock Holding History

Heartwood Wealth Advisors’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 		$2.02M Sell
8,849
-285
-3% -$61.1K 0.16% 68
2026
Q2 		$1.83M Buy
9,134
+460
+5% +$94.6K 0.14% 72
2026
Q1 		$1.51M Sell
8,674
-471
-5% -$86.4K 0.13% 76
2025
Q4 		$1.71M Buy
9,145
+2,974
+48% +$554K 0.16% 61
2025
Q3 		$1.15M Buy
6,171
+5
+0.1% +$872 0.11% 80
2025
Q2 		$974K Sell
6,166
-44
-0.7% -$5.54K 0.1% 82
2025
Q1 		$673K Sell
6,210
-3,347
-35% -$424K 0.08% 88
2024
Q4 		$1.28M Buy
9,557
+410
+4% +$56.5K 0.14% 51
2024
Q3 		$1.11M Sell
9,147
-613
-6% -$72.4K 0.12% 63
2024
Q2 		$1.21M Sell
9,760
-840
-8% -$84.9K 0.14% 50
2024
Q1 		$958K Sell
10,600
-170
-2% -$12.3K 0.12% 60
2023
Q4 		$533K Sell
10,770
-560
-5% -$26K 0.07% 80
2023
Q3 		$493K Sell
11,330
-230
-2% -$10.3K 0.07% 83
2023
Q2 		$489K Buy
+11,560
New +$384K 0.07% 85

Other funds holding NVDA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Heartwood Wealth Advisors's NVDA Position: Q3 2026 in Review

Heartwood Wealth Advisors reduced its NVIDIA (NVDA) stake by 3.1% in Q3 2026, selling an estimated $61.1K and leaving 8,849 shares worth $2.02M. The position accounts for 0.16% of the portfolio, ranked #68.

Heartwood Wealth Advisors first reported a position in NVDA in Q2 2023 and has held it in 14 quarters since. 570 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Heartwood Wealth Advisors held 8,849 shares of NVIDIA worth $2.02M as of Q3 2026.
  • Heartwood Wealth Advisors sold 285 NVIDIA shares in Q3 2026, an estimated $61.1K.
  • NVIDIA made up 0.16% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #68 holding.
  • Heartwood Wealth Advisors first reported a position in NVIDIA in Q2 2023 and has held it in 14 quarters since.
  • 570 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.