Heirloom Wealth Management Sells 13,029 Shares of NVIDIA Corporation $NVDA

Key Points

• Heirloom Wealth Management trimmed its stake in NVIDIA (NVDA) by 8.2% in Q4, selling 13,029 shares and now holding 145,111 shares worth about $27.06 million, with NVDA representing roughly 6.3% of the firm's portfolio and its 5th largest position.
• Significant insider selling occurred recently: EVP Ajay Puri sold 300,000 shares (~$54.7M) and CFO Colette Kress sold 20,000 shares (~$3.5M), with insiders offloading about 1.2M shares (~$216M) over the past three months while institutions own roughly 65% of the stock.
• Wall Street remains broadly bullish—consensus rating "Buy" with an average target near $275—driven by strong AI/data‑center demand and recent revenue/EPS beats, but elevated short interest, rising competition from cloud providers, and geopolitical risk add potential near‑term volatility.

Heirloom Wealth Management trimmed its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 8.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 145,111 shares of the computer hardware maker's stock after selling 13,029 shares during the period. NVIDIA accounts for about 6.3% of Heirloom Wealth Management's holdings, making the stock its 5th biggest holding. Heirloom Wealth Management's holdings in NVIDIA were worth $27,063,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently added to or reduced their stakes in NVDA. Brighton Jones LLC increased its position in NVIDIA by 12.4% during the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock worth $43,631,000 after acquiring an additional 35,815 shares during the period. Bank Pictet & Cie Europe AG grew its position in NVIDIA by 1.0% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock worth $315,100,000 after purchasing an additional 22,929 shares during the last quarter. Highview Capital Management LLC DE grew its position in NVIDIA by 6.7% in the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock worth $7,842,000 after purchasing an additional 3,653 shares during the last quarter. Hudson Value Partners LLC increased its holdings in shares of NVIDIA by 30.7% during the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock worth $6,805,000 after purchasing an additional 11,900 shares during the period. Finally, Wealth Group Ltd. increased its holdings in shares of NVIDIA by 15.7% during the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker's stock worth $715,000 after purchasing an additional 896 shares during the period. 65.27% of the stock is owned by hedge funds and other institutional investors.

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

NVIDIA Price Performance

NVIDIA stock opened at $188.66 on Friday. The business has a 50 day simple moving average of $181.62 and a 200 day simple moving average of $184.37. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. The company has a market capitalization of $4.58 trillion, a PE ratio of 38.50, a price-to-earnings-growth ratio of 0.61 and a beta of 2.34. NVIDIA Corporation has a one year low of $95.04 and a one year high of $212.19.

NVIDIA (NASDAQ:NVDA - Get Free Report) last announced its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, beating analysts' consensus estimates of $1.54 by $0.08. The firm had revenue of $68.13 billion for the quarter, compared to analysts' expectations of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The business's revenue was up 73.2% compared to the same quarter last year. During the same period in the prior year, the business posted $0.89 earnings per share. On average, sell-side analysts forecast that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th were paid 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 payout ratio is currently 0.82%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the stock. Raymond James Financial increased their target price on shares of NVIDIA from $291.00 to $323.00 and gave the company a "strong-buy" rating in a research note on Thursday, March 19th. Rothschild & Co Redburn upped their price target on NVIDIA from $245.00 to $268.00 and gave the company a "buy" rating in a report on Thursday, January 15th. Weiss Ratings reissued a "buy (b-)" rating on shares of NVIDIA in a report on Monday, December 29th. DA Davidson restated a "buy" rating and set a $250.00 price objective on shares of NVIDIA in a research report on Monday, February 23rd. Finally, Oppenheimer reaffirmed an "outperform" rating and issued a $265.00 target price on shares of NVIDIA in a research report on Thursday, February 26th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of "Buy" and an average price target of $275.25.

Insider Buying and Selling

In related news, EVP Ajay K. Puri sold 300,000 shares of the stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total transaction of $54,675,000.00. Following the sale, the executive vice president directly owned 3,018,547 shares in the company, valued at $550,130,190.75. This represents a 9.04% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Colette Kress sold 20,000 shares of the firm's stock in a transaction on Friday, March 20th. The shares were sold at an average price of $174.89, for a total value of $3,497,800.00. Following the sale, the chief financial officer directly owned 83,060 shares of the company's stock, valued at $14,526,363.40. This represents a 19.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,201,616 shares of company stock worth $215,991,407 in the last three months. Company insiders own 4.17% of the company's stock.

NVIDIA Company Profile

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.

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