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Willner & Heller’s NVIDIA NVDA Stock Holding History

Willner & Heller’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 		$8.61M Sell
43,052
-1,444
-3% -$297K 5.39% 1
2026
Q1 		$7.76M Sell
44,496
-664
-1% -$122K 5.78% 1
2025
Q4 		$8.42M Buy
45,160
+5,230
+13% +$974K 6.05% 1
2025
Q3 		$7.45M Sell
39,930
-1,187
-3% -$207K 5.72% 1
2025
Q2 		$6.5M Sell
41,117
-1,069
-3% -$135K 5.47% 1
2025
Q1 		$4.57M Buy
42,186
+301
+0.7% +$38.1K 4.23% 1
2024
Q4 		$5.62M Sell
41,885
-4,561
-10% -$629K 4.93% 1
2024
Q3 		$5.64M Sell
46,446
-1,879
-4% -$222K 5.03% 1
2024
Q2 		$5.97M Sell
48,325
-3,725
-7% -$377K 5.72% 1
2024
Q1 		$4.7M Sell
52,050
-11,730
-18% -$850K 4.68% 1
2023
Q4 		$3.16M Buy
+63,780
New +$2.96M 3.53% 3
2022
Q4 		$1.09M Buy
74,660
+4,770
+7% +$70K 1.55% 11
2022
Q3 		$848K Buy
69,890
+11,310
+19% +$179K 1.37% 17
2022
Q2 		$888K Buy
58,580
+5,390
+10% +$102K 1.38% 17
2022
Q1 		$1.56M Sell
53,190
-5,770
-10% -$145K 1.92% 7
2021
Q4 		$1.22M Buy
+58,960
New +$1.62M 1.62% 11

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Willner & Heller's NVDA Position: Q2 2026 in Review

Willner & Heller reduced its NVIDIA (NVDA) stake by 3.2% in Q2 2026, selling an estimated $297K and leaving 43,052 shares worth $8.61M. The position accounts for 5.39% of the portfolio, ranked #1.

Willner & Heller first reported a position in NVDA in Q4 2021 and has held it in 16 quarters since. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Willner & Heller held 43,052 shares of NVIDIA worth $8.61M as of Q2 2026.
  • Willner & Heller sold 1,444 NVIDIA shares in Q2 2026, an estimated $297K.
  • NVIDIA made up 5.39% of Willner & Heller's portfolio in Q2 2026, its #1 holding.
  • Willner & Heller first reported a position in NVIDIA in Q4 2021 and has held it in 16 quarters since.
  • 1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.