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Heritage Wealth Management (California)’s NVIDIA NVDA Stock Holding History

Heritage Wealth Management (California)’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 		$2.32M Buy
11,590
+546
+5% +$112K 0.88% 30
2026
Q1 		$1.93M Buy
11,044
+537
+5% +$98.5K 1.06% 28
2025
Q4 		$1.96M Sell
10,507
-680
-6% -$127K 1.25% 26
2025
Q3 		$2.09M Sell
11,187
-185
-2% -$32.2K 1.4% 22
2025
Q2 		$1.8M Sell
11,372
-253
-2% -$31.8K 1.2% 25
2025
Q1 		$1.26M Buy
11,625
+2,578
+28% +$327K 0.95% 29
2024
Q4 		$1.21M Sell
9,047
-16
-0.2% -$2.21K 0.87% 29
2024
Q3 		$1.1M Sell
9,063
-8
-0.1% -$945 0.78% 31
2024
Q2 		$1.12M Sell
9,071
-199
-2% -$20.1K 0.82% 24
2024
Q1 		$838K Sell
9,270
-360
-4% -$26.1K 0.63% 35
2023
Q4 		$477K Buy
+9,630
New +$446K 0.38% 47

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 $3.37T AUM 44.26% 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 Management (California)'s NVDA Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its NVIDIA (NVDA) stake by 4.9% in Q2 2026, buying an estimated $112K and bringing the position to 11,590 shares worth $2.32M. The position accounts for 0.88% of the portfolio, ranked #30.

Heritage Wealth Management (California) first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Heritage Wealth Management (California) held 11,590 shares of NVIDIA worth $2.32M as of Q2 2026.
  • Heritage Wealth Management (California) bought 546 NVIDIA shares in Q2 2026, an estimated $112K.
  • NVIDIA made up 0.88% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #30 holding.
  • Heritage Wealth Management (California) first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.