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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Herold Advisors's NVDA Position: Q2 2026 in Review

Herold Advisors increased its NVIDIA (NVDA) stake by 0.25% in Q2 2026, buying an estimated $58.8K and bringing the position to 114,077 shares worth $22.8M. The position accounts for 4.51% of the portfolio, ranked #2.

Herold Advisors first reported a position in NVDA in Q3 2021 and has held it in 20 quarters since. 5,961 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Herold Advisors held 114,077 shares of NVIDIA worth $22.8M as of Q2 2026.
  • Herold Advisors bought 286 NVIDIA shares in Q2 2026, an estimated $58.8K.
  • NVIDIA made up 4.51% of Herold Advisors's portfolio in Q2 2026, its #2 holding.
  • Herold Advisors first reported a position in NVIDIA in Q3 2021 and has held it in 20 quarters since.
  • 5,961 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.