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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
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

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

Heirloom Wealth Management's NVDA Position: Q2 2026 in Review

Heirloom Wealth Management reduced its NVIDIA (NVDA) stake by 6.6% in Q2 2026, selling an estimated $2.27M and leaving 157,308 shares worth $31.5M. The position accounts for 4.56% of the portfolio, ranked #6.

Heirloom Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 15 quarters since. 5,968 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Heirloom Wealth Management held 157,308 shares of NVIDIA worth $31.5M as of Q2 2026.
  • Heirloom Wealth Management sold 11,059 NVIDIA shares in Q2 2026, an estimated $2.27M.
  • NVIDIA made up 4.56% of Heirloom Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Heirloom Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 15 quarters since.
  • 5,968 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.