HA
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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
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

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

Herold Advisors's NVDA Position: Q1 2026 in Review

Herold Advisors reduced its NVIDIA (NVDA) stake by 0.18% in Q1 2026, selling an estimated $37.6K and leaving 113,791 shares worth $19.8M. The position accounts for 4.36% of the portfolio, ranked #2.

Herold Advisors first reported a position in NVDA in Q3 2021 and has held it in 19 quarters since. The position peaked at $21.3M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Herold Advisors held 113,791 shares of NVIDIA worth $19.8M as of Q1 2026.
  • Herold Advisors sold 205 NVIDIA shares in Q1 2026, an estimated $37.6K.
  • NVIDIA made up 4.36% of Herold Advisors's portfolio in Q1 2026, its #2 holding.
  • Herold Advisors first reported a position in NVIDIA in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's NVIDIA position peaked at $21.3M in Q4 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.