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

Heritage Wealth Management (Ohio)’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 		$3.63M Buy
20,838
+245
+1% +$44.9K 1.8% 10
2025
Q4 		$3.84M Sell
20,593
-440
-2% -$81.9K 1.07% 15
2025
Q3 		$3.92M Sell
21,033
-882
-4% -$154K 1.15% 14
2025
Q2 		$3.46M Sell
21,915
-3,920
-15% -$493K 1.12% 15
2025
Q1 		$2.8M Buy
25,835
+5,192
+25% +$658K 0.95% 17
2024
Q4 		$2.77M Sell
20,643
-225
-1% -$31K 0.92% 19
2024
Q3 		$2.53M Sell
20,868
-4,985
-19% -$589K 0.83% 26
2024
Q2 		$3.25M Buy
+25,853
New +$2.61M 1.09% 17

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 Management (Ohio)'s NVDA Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its NVIDIA (NVDA) stake by 1.2% in Q1 2026, buying an estimated $44.9K and bringing the position to 20,838 shares worth $3.63M. The position accounts for 1.8% of the portfolio, ranked #10.

Heritage Wealth Management (Ohio) first reported a position in NVDA in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.92M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 20,838 shares of NVIDIA worth $3.63M as of Q1 2026.
  • Heritage Wealth Management (Ohio) bought 245 NVIDIA shares in Q1 2026, an estimated $44.9K.
  • NVIDIA made up 1.8% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #10 holding.
  • Heritage Wealth Management (Ohio) first reported a position in NVIDIA in Q2 2024 and has held it in 8 quarters since.
  • Heritage Wealth Management (Ohio)'s NVIDIA position peaked at $3.92M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.