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

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Wealth Partners's NVDA Position: Q1 2025 in Review

Heritage Wealth Partners reduced its NVIDIA (NVDA) stake by 17% in Q1 2025, selling an estimated $757K and leaving 28,624 shares worth $3.1M. The position accounts for 4.73% of the portfolio, ranked #5.

Heritage Wealth Partners first reported a position in NVDA in Q4 2022 and has held it in 9 quarters since. The position peaked at $4.65M in Q4 2024. 5,137 funds tracked by Wall St. Rank hold NVDA as of Q1 2025.

Heritage Wealth Partners held 28,624 shares of NVIDIA worth $3.1M as of Q1 2025.
Heritage Wealth Partners sold 5,972 NVIDIA shares in Q1 2025, an estimated $757K.
NVIDIA made up 4.73% of Heritage Wealth Partners's portfolio in Q1 2025, its #5 holding.
Heritage Wealth Partners first reported a position in NVIDIA in Q4 2022 and has held it in 9 quarters since.
Heritage Wealth Partners's NVIDIA position peaked at $4.65M in Q4 2024.
5,137 funds tracked by Wall St. Rank held NVIDIA as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.