HIG
NVDA icon

Heritage Investment Group’s NVIDIA NVDA Stock Holding History

Heritage Investment Group’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
Q1 		$1.86M Buy
10,671
+113
+1% +$20.7K 0.28% 34
2025
Q4 		$1.97M Buy
10,558
+508
+5% +$94.6K 0.3% 31
2025
Q3 		$1.88M Buy
10,050
+378
+4% +$65.9K 0.3% 31
2025
Q2 		$1.53M Sell
9,672
-1,034
-10% -$130K 0.26% 33
2025
Q1 		$1.16M Buy
10,706
+1,153
+12% +$146K 0.22% 34
2024
Q4 		$1.28M Sell
9,553
-490
-5% -$67.5K 0.24% 30
2024
Q3 		$1.22M Buy
10,043
+1,913
+24% +$226K 0.23% 32
2024
Q2 		$1M Sell
8,130
-250
-3% -$25.3K 0.21% 35
2024
Q1 		$757K Buy
8,380
+1,170
+16% +$84.8K 0.16% 43
2023
Q4 		$357K Hold
7,210
– – 0.08% 60
2023
Q3 		$314K Buy
7,210
+1,290
+22% +$57.8K 0.09% 60
2023
Q2 		$250K Buy
+5,920
New +$197K 0.07% 76

Other funds holding NVDA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return