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Carolina Wealth Advisors’s NVIDIA NVDA Stock Holding History

Carolina Wealth Advisors’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 		$2.57M Buy
12,828
+13
+0.1% +$2.67K 1.01% 32
2026
Q1 		$2.23M Buy
12,815
+10,165
+384% +$1.86M 0.93% 39
2025
Q4 		$494K Buy
2,650
+828
+45% +$154K 0.22% 54
2025
Q3 		$340K Buy
1,822
+881
+94% +$154K 0.15% 54
2025
Q2 		$149K Buy
941
+273
+41% +$34.4K 0.07% 61
2025
Q1 		$72.4K Buy
668
+58
+10% +$7.35K 0.04% 81
2024
Q4 		$81.9K Sell
610
-560
-48% -$77.2K 0.04% 85
2024
Q3 		$142K Buy
1,170
+250
+27% +$29.5K 0.07% 61
2024
Q2 		$114K Sell
920
-70
-7% -$7.08K 0.06% 67
2024
Q1 		$89.5K Buy
990
+500
+102% +$36.2K 0.05% 79
2023
Q4 		$24.3K Hold
490
– – 0.01% 134
2023
Q3 		$21.3K Buy
490
+90
+23% +$4.03K 0.01% 143
2023
Q2 		$16.9K Hold
400
– – 0.01% 136
2023
Q1 		$11.1K Hold
400
– – 0.01% 149
2022
Q4 		$6K Hold
400
– – ﹤0.01% 165
2022
Q3 		$5K Hold
400
– – ﹤0.01% 172
2022
Q2 		$6K Hold
400
– – ﹤0.01% 191
2022
Q1 		$11K Hold
400
– – 0.01% 174
2021
Q4 		$12K Hold
400
– – 0.01% 178
2021
Q3 		$8K Hold
400
– – 0.01% 189
2021
Q2 		$8K Hold
400
– – 0.01% 201
2021
Q1 		$5K Hold
400
– – ﹤0.01% 248
2020
Q4 		$5K Hold
400
– – ﹤0.01% 176
2020
Q3 		$5K Buy
+400
New +$4.65K ﹤0.01% 170

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carolina Wealth Advisors's NVDA Position: Q2 2026 in Review

Carolina Wealth Advisors increased its NVIDIA (NVDA) stake by 0.1% in Q2 2026, buying an estimated $2.67K and bringing the position to 12,828 shares worth $2.57M. The position accounts for 1.01% of the portfolio, ranked #32.

Carolina Wealth Advisors first reported a position in NVDA in Q3 2020 and has held it in 24 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Carolina Wealth Advisors held 12,828 shares of NVIDIA worth $2.57M as of Q2 2026.
  • Carolina Wealth Advisors bought 13 NVIDIA shares in Q2 2026, an estimated $2.67K.
  • NVIDIA made up 1.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Carolina Wealth Advisors first reported a position in NVIDIA in Q3 2020 and has held it in 24 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.