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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
Q2 		$3.69M Buy
18,444
+340
+2% +$69.9K 0.13% 46
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 $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 $3.38T AUM 44.17% 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 Wealth Advisors's NVDA Position: Q2 2026 in Review

Heritage Wealth Advisors increased its NVIDIA (NVDA) stake by 1.9% in Q2 2026, buying an estimated $69.9K and bringing the position to 18,444 shares worth $3.69M. The position accounts for 0.13% of the portfolio, ranked #46.

Heritage Wealth Advisors first reported a position in NVDA in Q3 2019 and has held it in 28 quarters since. The position peaked at $9.48M in Q4 2025. 5,991 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Heritage Wealth Advisors held 18,444 shares of NVIDIA worth $3.69M as of Q2 2026.
  • Heritage Wealth Advisors bought 340 NVIDIA shares in Q2 2026, an estimated $69.9K.
  • NVIDIA made up 0.13% of Heritage Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Heritage Wealth Advisors first reported a position in NVIDIA in Q3 2019 and has held it in 28 quarters since.
  • Heritage Wealth Advisors's NVIDIA position peaked at $9.48M in Q4 2025.
  • 5,991 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.