Heirloom Wealth Management
NVDA icon

Heirloom Wealth Management’s NVIDIA NVDA Stock Holding History

Heirloom 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
Q3 		$36.6M Buy
160,180
+2,872
+2% +$616K 4.75% 6
2026
Q2 		$31.5M Sell
157,308
-11,059
-7% -$2.27M 4.56% 6
2026
Q1 		$29.4M Buy
168,367
+23,256
+16% +$4.27M 5.29% 2
2025
Q4 		$27.1M Sell
145,111
-13,029
-8% -$2.43M 6.26% 5
2025
Q3 		$29.5M Sell
158,140
-34,745
-18% -$6.06M 7.13% 4
2025
Q2 		$30.5M Buy
192,885
+1,121
+0.6% +$141K 8.05% 3
2025
Q1 		$20.8M Buy
191,764
+25,569
+15% +$3.24M 5.96% 4
2024
Q4 		$22.3M Sell
166,195
-5,857
-3% -$807K 6.7% 5
2024
Q3 		$20.9M Buy
172,052
+3,459
+2% +$409K 6.52% 5
2024
Q2 		$20.8M Buy
168,593
+3,113
+2% +$315K 6.75% 5
2024
Q1 		$15M Buy
165,480
+71,900
+77% +$5.21M 5.09% 7
2023
Q4 		$4.63M Buy
93,580
+88,980
+1,934% +$4.12M 1.78% 20
2023
Q3 		$200K Buy
+4,600
New +$206K 0.09% 52
2022
Q2 		$4.96M Buy
290,100
+57,430
+25% +$1.08M 4.06% 12
2022
Q1 		$4.12M Buy
232,670
+12,090
+5% +$303K 2.86% 14
2021
Q4 		$5.16M Buy
+220,580
New +$6.07M 4.42% 11

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
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Heirloom Wealth Management's NVDA Position: Q3 2026 in Review

Heirloom Wealth Management increased its NVIDIA (NVDA) stake by 1.8% in Q3 2026, buying an estimated $616K and bringing the position to 160,180 shares worth $36.6M. The position accounts for 4.75% of the portfolio, ranked #6.

Heirloom Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 16 quarters since. 2,605 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Heirloom Wealth Management held 160,180 shares of NVIDIA worth $36.6M as of Q3 2026.
  • Heirloom Wealth Management bought 2,872 NVIDIA shares in Q3 2026, an estimated $616K.
  • NVIDIA made up 4.75% of Heirloom Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Heirloom Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 16 quarters since.
  • 2,605 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.