Heirloom Wealth Management Has $27.06 Million Stock Position in NVIDIA Corporation $NVDA

11 Apr 2026, 09:05 by Michael Walen · The Markets Daily

Heirloom Wealth Management decreased its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 8.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 145,111 shares of the computer hardware maker’s stock after selling 13,029 shares during the quarter. NVIDIA makes up approximately 6.3% of Heirloom Wealth Management’s holdings, making the stock its 5th largest holding. Heirloom Wealth Management’s holdings in NVIDIA were worth $27,063,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Joule Financial LLC raised its stake in shares of NVIDIA by 2.2% during the third quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker’s stock worth $431,000 after buying an additional 50 shares during the last quarter. Presidio Capital Management LLC grew its holdings in NVIDIA by 0.4% during the 4th quarter. Presidio Capital Management LLC now owns 15,137 shares of the computer hardware maker’s stock worth $2,823,000 after acquiring an additional 53 shares during the period. Vision Financial Markets LLC raised its position in shares of NVIDIA by 1.2% during the 3rd quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock valued at $866,000 after acquiring an additional 53 shares during the last quarter. Websterrogers Financial Advisors LLC lifted its stake in shares of NVIDIA by 2.6% in the 3rd quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock valued at $395,000 after purchasing an additional 54 shares during the period. Finally, IMG Wealth Management Inc. boosted its position in shares of NVIDIA by 1.4% in the 3rd quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker’s stock worth $713,000 after purchasing an additional 54 shares during the last quarter. 65.27% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts recently commented on the company. JPMorgan Chase & Co. upped their price objective on NVIDIA from $250.00 to $265.00 and gave the company an “overweight” rating in a report on Thursday, February 26th. Truist Financial boosted their target price on NVIDIA from $283.00 to $287.00 and gave the stock a “buy” rating in a research report on Wednesday, March 18th. Wolfe Research upped their price target on NVIDIA from $250.00 to $275.00 and gave the company an “outperform” rating in a research note on Friday, January 30th. BNP Paribas Exane lifted their price objective on shares of NVIDIA from $260.00 to $270.00 and gave the stock an “outperform” rating in a research note on Thursday, February 26th. Finally, William Blair set a $300.00 price objective on shares of NVIDIA in a report on Thursday, March 12th. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $275.25.

Get Our Latest Stock Report on NVIDIA

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Wall‑Street upside thesis: Several analyst reports point to sizable upside for NVDA based on continued AI data‑center demand and earnings revisions, supporting further buying from institutional investors. Wall Street Analysts See a 46.16% Upside in Nvidia (NVDA)
Positive Sentiment: Strategic ecosystem investments and supplier deals reinforce long‑term demand for Nvidia GPUs (and partner revenues): NVDA’s recent $2B investment in Marvell and multi‑year supply/partnership dynamics (Lumentum optics deal, NVDA participation in SiFive funding) signal customers and suppliers aligning behind Nvidia’s data‑center roadmap. NVIDIA Invests $2B in Marvell Lumentum Reshapes Balance Sheet As Nvidia AI Partnership Takes Center Stage SiFive Raises $400 Million from Atreides, Nvidia
Neutral Sentiment: Fundamentals vs. price action: Analysts and research pieces note NVDA’s exceptional revenue and EPS growth, but also point out a prolonged sideways trade (near 200‑DMA) that could keep the stock range‑bound until fresh catalysts arrive. That creates mixed near‑term momentum. Nvidia: The Rerating Is Over, The Growth Story Isn’t
Neutral Sentiment: Macro/geopolitical headlines are driving periodic flow into (or out of) big tech: a softer inflation print and a tentative two‑week ceasefire helped lift markets and NVDA this week, but these are headline‑sensitive moves rather than company‑specific updates. MarketBeat Week in Review
Negative Sentiment: Short interest jumped in March—shorts rose ~22.5% to ~280.9M shares as of 3/31—raising the potential for increased volatility and pressured sentiment (even though days‑to‑cover remains modest). This elevated shorting can amplify intraday moves and create downside risk if sentiment flips.
Negative Sentiment: Competitive risk: public comments and moves from Amazon (and other large cloud players pushing their own chips) are being highlighted as a potential threat to Nvidia’s pricing power and long‑term unit demand, which can temper investor enthusiasm. Andy Jassy on Amazon Chips vs Nvidia
Negative Sentiment: Geopolitical tail risk: analysts note NVDA’s sensitivity to broader risk‑off moves (e.g., a fragile Iran ceasefire), which can quickly reverse tech leadership flows and weigh on NVDA even without company news. Nvidia Stock Tied to Fate of Fragile Iran Cease‑Fire

Insider Activity

In other news, EVP Ajay K. Puri sold 300,000 shares of the company’s stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total value of $54,675,000.00. Following the completion of the transaction, the executive vice president owned 3,018,547 shares in the company, valued at $550,130,190.75. This represents a 9.04% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Mark A. Stevens sold 221,682 shares of the business’s stock in a transaction dated Friday, March 20th. The shares were sold at an average price of $173.68, for a total value of $38,501,729.76. Following the completion of the sale, the director owned 7,399,771 shares in the company, valued at approximately $1,285,192,227.28. This trade represents a 2.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,201,616 shares of company stock worth $215,991,407 over the last quarter. 4.17% of the stock is currently owned by company insiders.

NVIDIA Stock Up 2.6%

Shares of NASDAQ NVDA opened at $188.66 on Friday. The stock has a market cap of $4.58 trillion, a P/E ratio of 38.50, a P/E/G ratio of 0.61 and a beta of 2.34. The firm has a 50 day moving average price of $181.62 and a 200 day moving average price of $184.37. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91. NVIDIA Corporation has a 52-week low of $95.04 and a 52-week high of $212.19.

NVIDIA (NASDAQ:NVDA – Get Free Report) last issued its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.54 by $0.08. The firm had revenue of $68.13 billion during the quarter, compared to analysts’ expectations of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The business’s revenue for the quarter was up 73.2% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.89 earnings per share. Analysts expect that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th were issued a $0.01 dividend. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date was Wednesday, March 11th. NVIDIA’s dividend payout ratio is 0.82%.

NVIDIA Company Profile

(Free Report)

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.