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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
VPM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heartwood Wealth Advisors's NVDA Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its NVIDIA (NVDA) stake by 5.3% in Q2 2026, buying an estimated $94.6K and bringing the position to 9,134 shares worth $1.83M. The position accounts for 0.14% of the portfolio, ranked #72.

Heartwood Wealth Advisors first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 5,443 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Heartwood Wealth Advisors held 9,134 shares of NVIDIA worth $1.83M as of Q2 2026.
  • Heartwood Wealth Advisors bought 460 NVIDIA shares in Q2 2026, an estimated $94.6K.
  • NVIDIA made up 0.14% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Heartwood Wealth Advisors first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
  • 5,443 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.