Heritage Oak Wealth Advisors’s NVIDIA NVDA Stock Holding History

Heritage Oak 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	$1.37M	Buy	6,860 +860	+14%	+$177K	0.4%	31
2026 Q1	$1.05M	Buy	6,000 +1,678	+39%	+$308K	0.33%	30
2025 Q4	$806K	Buy	4,322 +88	+2%	+$16.4K	0.3%	38
2025 Q3	$790K	Buy	4,234 +211	+5%	+$36.8K	0.29%	39
2025 Q2	$636K	Sell	4,023 -300	-7%	-$37.8K	0.25%	41
2025 Q1	$469K	Sell	4,323 -84	-2%	-$10.6K	0.21%	47
2024 Q4	$592K	Sell	4,407 -36,826	-89%	-$5.08M	0.28%	39
2024 Q3	$5.01M	Buy	41,233 +26,898	+188%	+$3.18M	2.31%	11
2024 Q2	$1.77M	Buy	+14,335	New	+$1.45M	0.9%	22

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Heritage Oak Wealth Advisors's NVDA Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its NVIDIA (NVDA) stake by 14% in Q2 2026, buying an estimated $177K and bringing the position to 6,860 shares worth $1.37M. The position accounts for 0.4% of the portfolio, ranked #31.

Heritage Oak Wealth Advisors first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.01M in Q3 2024. 2,083 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Heritage Oak Wealth Advisors held 6,860 shares of NVIDIA worth $1.37M as of Q2 2026.
Heritage Oak Wealth Advisors bought 860 NVIDIA shares in Q2 2026, an estimated $177K.
NVIDIA made up 0.4% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Heritage Oak Wealth Advisors first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
Heritage Oak Wealth Advisors's NVIDIA position peaked at $5.01M in Q3 2024.
2,083 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.