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Carolinas Wealth Consulting’s NVIDIA NVDA Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-31,481
Closed -$3.41M – 637
2025
Q1 		$3.41M Sell
31,481
-2,290
-7% -$290K 0.73% 28
2024
Q4 		$4.54M Sell
33,771
-2,396
-7% -$330K 0.89% 25
2024
Q3 		$4.39M Buy
36,167
+3,764
+12% +$445K 0.8% 32
2024
Q2 		$4M Sell
32,403
-1,047
-3% -$106K 0.77% 32
2024
Q1 		$3.02M Sell
33,450
-2,120
-6% -$154K 0.6% 34
2023
Q4 		$1.76M Buy
35,570
+1,380
+4% +$64K 0.38% 44
2023
Q3 		$1.4M Sell
34,190
-6,350
-16% -$285K 0.35% 44
2023
Q2 		$1.71M Sell
40,540
-10,760
-21% -$357K 0.34% 53
2023
Q1 		$1.42M Buy
51,300
+3,520
+7% +$76.2K 0.3% 54
2022
Q4 		$698K Buy
47,780
+3,380
+8% +$49.6K 0.16% 75
2022
Q3 		$539K Sell
44,400
-320
-0.7% -$5.06K 0.14% 84
2022
Q2 		$678K Sell
44,720
-1,210
-3% -$22.8K 0.17% 70
2022
Q1 		$1.25M Buy
45,930
+4,010
+10% +$101K 0.28% 51
2021
Q4 		$1.23M Sell
41,920
-3,100
-7% -$85.3K 0.27% 50
2021
Q3 		$932K Sell
45,020
-4,140
-8% -$86K 0.22% 54
2021
Q2 		$984K Sell
49,160
-7,360
-13% -$118K 0.22% 53
2021
Q1 		$754K Buy
56,520
+1,280
+2% +$17.2K 0.18% 60
2020
Q4 		$721K Buy
55,240
+20,240
+58% +$271K 0.19% 59
2020
Q3 		$474K Buy
35,000
+2,880
+9% +$33.5K 0.16% 67
2020
Q2 		$305K Buy
32,120
+120
+0.4% +$971 0.12% 78
2020
Q1 		$211K Buy
+32,000
New +$202K 0.11% 93

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carolinas Wealth Consulting's NVDA Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of NVIDIA (NVDA) in Q2 2025, closing a stake of 31,481 shares — an estimated $3.41M sold.

Carolinas Wealth Consulting first reported a position in NVDA in Q1 2020 and held it in 21 quarters. The position peaked at $4.54M in Q4 2024. 5,279 funds tracked by Wall St. Rank hold NVDA as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining NVIDIA position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 31,481 NVIDIA shares in Q2 2025, an estimated $3.41M.
  • Carolinas Wealth Consulting first reported a position in NVIDIA in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's NVIDIA position peaked at $4.54M in Q4 2024.
  • 5,279 funds tracked by Wall St. Rank held NVIDIA as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.