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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
Q3 		$508K Hold
2,171
– – 0.21% 42
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Heritage Wealth Architects's NVDA Position: Q3 2026 in Review

Heritage Wealth Architects held its NVIDIA (NVDA) position steady in Q3 2026 at 2,171 shares worth $508K. The position accounts for 0.21% of the portfolio, ranked #42.

Heritage Wealth Architects first reported a position in NVDA in Q2 2025 and has held it in 6 quarters since. 331 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Heritage Wealth Architects held 2,171 shares of NVIDIA worth $508K as of Q3 2026.
  • Heritage Wealth Architects left its NVIDIA share count unchanged in Q3 2026.
  • NVIDIA made up 0.21% of Heritage Wealth Architects's portfolio in Q3 2026, its #42 holding.
  • Heritage Wealth Architects first reported a position in NVIDIA in Q2 2025 and has held it in 6 quarters since.
  • 331 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.