HIG
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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
Q2 		$2.15M Buy
10,742
+71
+0.7% +$14.6K 0.29% 32
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 $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

Heritage Investment Group's NVDA Position: Q2 2026 in Review

Heritage Investment Group increased its NVIDIA (NVDA) stake by 0.67% in Q2 2026, buying an estimated $14.6K and bringing the position to 10,742 shares worth $2.15M. The position accounts for 0.29% of the portfolio, ranked #32.

Heritage Investment Group first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 5,982 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Heritage Investment Group held 10,742 shares of NVIDIA worth $2.15M as of Q2 2026.
  • Heritage Investment Group bought 71 NVIDIA shares in Q2 2026, an estimated $14.6K.
  • NVIDIA made up 0.29% of Heritage Investment Group's portfolio in Q2 2026, its #32 holding.
  • Heritage Investment Group first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
  • 5,982 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.