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Heritage Wealth Advisors’s NVIDIA NVDA Stock Holding History

Heritage 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
Q1 		$3.16M Sell
18,104
-32,727
-64% -$6M 0.12% 45
2025
Q4 		$9.48M Buy
50,831
+8,761
+21% +$1.63M 0.36% 35
2025
Q3 		$7.85M Sell
42,070
-3,295
-7% -$574K 0.34% 35
2025
Q2 		$7.17M Buy
45,365
+40
+0.1% +$5.03K 0.34% 36
2025
Q1 		$4.91M Sell
45,325
-3
-0% -$380 0.25% 40
2024
Q4 		$6.09M Sell
45,328
-7,403
-14% -$1.02M 0.3% 37
2024
Q3 		$6.4M Sell
52,731
-14,919
-22% -$1.76M 0.3% 37
2024
Q2 		$8.36M Sell
67,650
-30
-0% -$3.03K 0.38% 38
2024
Q1 		$6.12M Sell
67,680
-3,840
-5% -$278K 0.28% 39
2023
Q4 		$3.54M Sell
71,520
-4,050
-5% -$188K 0.18% 49
2023
Q3 		$3.29M Sell
75,570
-480
-0.6% -$21.5K 0.18% 45
2023
Q2 		$3.22M Buy
76,050
+36,680
+93% +$1.22M 0.17% 46
2023
Q1 		$1.09M Buy
39,370
+9,410
+31% +$204K 0.06% 78
2022
Q4 		$438K Sell
29,960
-8,600
-22% -$126K 0.03% 139
2022
Q3 		$468K Sell
38,560
-5,140
-12% -$81.3K 0.03% 125
2022
Q2 		$662K Buy
43,700
+5,140
+13% +$97K 0.05% 99
2022
Q1 		$1.05M Hold
38,560
– – 0.06% 81
2021
Q4 		$1.13M Buy
38,560
+600
+2% +$16.5K 0.06% 88
2021
Q3 		$786K Hold
37,960
– – 0.05% 104
2021
Q2 		$759K Buy
37,960
+8,600
+29% +$138K 0.05% 107
2021
Q1 		$392K Buy
29,360
+3,000
+11% +$40.3K 0.02% 154
2020
Q4 		$344K Buy
26,360
+2,160
+9% +$28.9K 0.02% 160
2020
Q3 		$327K Hold
24,200
– – 0.04% 120
2020
Q2 		$230K Hold
24,200
– – 0.03% 133
2020
Q1 		$159K Sell
24,200
-1,240
-5% -$7.82K 0.03% 151
2019
Q4 		$150K Buy
25,440
+440
+2% +$2.29K 0.02% 195
2019
Q3 		$108K Buy
+25,000
New +$105K 0.02% 205

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Heritage Wealth Advisors's NVDA Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its NVIDIA (NVDA) stake by 64% in Q1 2026, selling an estimated $6M and leaving 18,104 shares worth $3.16M. The position accounts for 0.12% of the portfolio, ranked #45.

Heritage Wealth Advisors first reported a position in NVDA in Q3 2019 and has held it in 27 quarters since. The position peaked at $9.48M in Q4 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Heritage Wealth Advisors held 18,104 shares of NVIDIA worth $3.16M as of Q1 2026.
  • Heritage Wealth Advisors sold 32,727 NVIDIA shares in Q1 2026, an estimated $6M.
  • NVIDIA made up 0.12% of Heritage Wealth Advisors's portfolio in Q1 2026, its #45 holding.
  • Heritage Wealth Advisors first reported a position in NVIDIA in Q3 2019 and has held it in 27 quarters since.
  • Heritage Wealth Advisors's NVIDIA position peaked at $9.48M in Q4 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.