Carlson Financial’s NVIDIA NVDA Stock Holding History

Carlson Financial’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	$17.3M	Sell	86,267 -1,235	-1%	-$254K	8.81%	1
2026 Q1	$15.3M	Sell	87,502 -554	-0.6%	-$102K	9%	1
2025 Q4	$16.4M	Buy	+88,056	New	+$16.4M	9.51%	1

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carlson Financial's NVDA Position: Q2 2026 in Review

Carlson Financial reduced its NVIDIA (NVDA) stake by 1.4% in Q2 2026, selling an estimated $254K and leaving 86,267 shares worth $17.3M. The position accounts for 8.81% of the portfolio, ranked #1.

Carlson Financial first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Carlson Financial held 86,267 shares of NVIDIA worth $17.3M as of Q2 2026.
Carlson Financial sold 1,235 NVIDIA shares in Q2 2026, an estimated $254K.
NVIDIA made up 8.81% of Carlson Financial's portfolio in Q2 2026, its #1 holding.
Carlson Financial first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Carlson Financial's 13F filing for Q2 2026, filed 24 Aug 2026.