HWP
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Heritage Wealth Partners’s NVIDIA NVDA Stock Holding History

Heritage Wealth Partners’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
2025
Q1 		$3.1M Sell
28,624
-5,972
-17% -$757K 4.73% 5
2024
Q4 		$4.65M Buy
34,596
+896
+3% +$123K 5.83% 3
2024
Q3 		$4.09M Sell
33,700
-622
-2% -$73.5K 4.81% 5
2024
Q2 		$4.24M Buy
34,322
+11,872
+53% +$1.2M 6.14% 4
2024
Q1 		$1.11M Hold
22,450
– – 2.27% 14
2023
Q4 		$1.11M Sell
22,450
-1,020
-4% -$47.3K 2.27% 14
2023
Q3 		$1.02M Buy
23,470
+2,540
+12% +$114K 2.18% 15
2023
Q2 		$885K Buy
+20,930
New +$695K 0.52% 41
2023
Q1 		– Sell
-14,440
Closed -$227K – 48
2022
Q4 		$227K Buy
+14,440
New +$212K 0.21% 41

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return