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Herold Advisors’s NVIDIA NVDA Stock Holding History

Herold Advisors’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 		$24M Sell
105,203
-8,874
-8% -$1.9M 4.69% 2
2026
Q2 		$22.8M Buy
114,077
+286
+0.3% +$58.8K 4.51% 2
2026
Q1 		$19.8M Sell
113,791
-205
-0.2% -$37.6K 4.36% 2
2025
Q4 		$21.3M Buy
113,996
+1,076
+1% +$200K 4.75% 2
2025
Q3 		$21.1M Buy
112,920
+20,546
+22% +$3.58M 4.88% 2
2025
Q2 		$14.6M Sell
92,374
-22,072
-19% -$2.78M 3.06% 4
2025
Q1 		$12.4M Sell
114,446
-5,420
-5% -$687K 2.72% 4
2024
Q4 		$16.1M Sell
119,866
-1,003
-0.8% -$138K 3.51% 2
2024
Q3 		$14.7M Buy
120,869
+594
+0.5% +$70.2K 3.19% 4
2024
Q2 		$14.9M Sell
120,275
-5,035
-4% -$509K 3.44% 3
2024
Q1 		$11.3M Sell
125,310
-6,280
-5% -$455K 2.74% 4
2023
Q4 		$6.52M Hold
131,590
– – 1.8% 6
2023
Q3 		$5.72M Sell
131,590
-24,360
-16% -$1.09M 1.74% 8
2023
Q2 		$6.6M Sell
155,950
-3,700
-2% -$123K 2.02% 7
2023
Q1 		$4.43M Sell
159,650
-1,090
-0.7% -$23.6K 1.53% 9
2022
Q4 		$2.35M Buy
160,740
+10,500
+7% +$154K 0.99% 22
2022
Q3 		$1.82M Buy
150,240
+530
+0.4% +$8.38K 0.88% 35
2022
Q2 		$2.27M Buy
149,710
+180
+0.1% +$3.4K 1.01% 28
2022
Q1 		$4.08M Buy
149,530
+20,450
+16% +$513K 1.45% 8
2021
Q4 		$3.8M Buy
129,080
+6,000
+5% +$165K 1.47% 10
2021
Q3 		$2.55M Buy
+123,080
New +$2.56M 0.99% 17

Other funds holding NVDA

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Herold Advisors's NVDA Position: Q3 2026 in Review

Herold Advisors reduced its NVIDIA (NVDA) stake by 7.8% in Q3 2026, selling an estimated $1.9M and leaving 105,203 shares worth $24M. The position accounts for 4.69% of the portfolio, ranked #2.

Herold Advisors first reported a position in NVDA in Q3 2021 and has held it in 21 quarters since. 1,507 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Herold Advisors held 105,203 shares of NVIDIA worth $24M as of Q3 2026.
  • Herold Advisors sold 8,874 NVIDIA shares in Q3 2026, an estimated $1.9M.
  • NVIDIA made up 4.69% of Herold Advisors's portfolio in Q3 2026, its #2 holding.
  • Herold Advisors first reported a position in NVIDIA in Q3 2021 and has held it in 21 quarters since.
  • 1,507 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.