NVDA — NVIDIA CORPORATION

Ownership history in WILLNER & HELLER, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which WILLNER & HELLER, LLC reported a position in NVIDIA CORPORATION (NVDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.05% (2025 Q4)
Avg. % of fund
3.8%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 45,160 +5,230 +13.1% 6.05% $8.4M $186.49
2025 Q3 REDUCED 39,930 -1,187 -2.9% 5.72% $7.5M $186.56
2025 Q2 REDUCED 41,117 -1,069 -2.5% 5.47% $6.5M $157.96
2025 Q1 ADDED 42,186 +301 +0.7% 4.23% $4.6M $108.35
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NVDA price (monthly, adj. close)

Other funds also holding NVDA

As of 2025 Q4 — sorted by position size

Donor Advised Charitable Giving, Inc. 3Y 7Y 98.57% Discovery Value Fund 3Y 7Y 97.65% GHE, LLC 3Y 56.3% Summa Corp. 50.8% MINDSET WEALTH MANAGEMENT, LLC 46.22% Ketron Financial 44.81% One River Asset Management, LLC 37.61% Nelson Capital Management, LLC 3Y 7Y 34.93% MISHPACHA HOLDINGS CORP 33.62% HOEY INVESTMENTS, INC 3Y 32.47%
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