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Heritage Wealth Architects’s NVIDIA NVDA Stock Holding History

Heritage Wealth Architects’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 		$442K Hold
2,171
– – 0.18% 51
2026
Q1 		$431K Sell
2,171
-350
-14% -$64.2K 0.18% 53
2025
Q4 		$473K Buy
2,521
+1,084
+75% +$202K 0.22% 45
2025
Q3 		$268K Buy
1,437
+97
+7% +$16.9K 0.17% 52
2025
Q2 		$212K Buy
+1,340
New +$169K 0.16% 49

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Heritage Wealth Architects's NVDA Position: Q2 2026 in Review

Heritage Wealth Architects held its NVIDIA (NVDA) position steady in Q2 2026 at 2,171 shares worth $442K. The position accounts for 0.18% of the portfolio, ranked #51.

Heritage Wealth Architects first reported a position in NVDA in Q2 2025 and has held it in 5 quarters since. The position peaked at $473K in Q4 2025. 1,411 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Heritage Wealth Architects held 2,171 shares of NVIDIA worth $442K as of Q2 2026.
  • Heritage Wealth Architects left its NVIDIA share count unchanged in Q2 2026.
  • NVIDIA made up 0.18% of Heritage Wealth Architects's portfolio in Q2 2026, its #51 holding.
  • Heritage Wealth Architects first reported a position in NVIDIA in Q2 2025 and has held it in 5 quarters since.
  • Heritage Wealth Architects's NVIDIA position peaked at $473K in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.