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Carr Financial Group’s NVIDIA NVDA Stock Holding History

Carr Financial Group’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
Q1 		– Sell
-100
Closed -$13.4K – 186
2024
Q4 		$13.4K Buy
+100
New +$13.8K ﹤0.01% 185
2024
Q3 		– Hold
0
– – – 15

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carr Financial Group's NVDA Position: Q1 2026 in Review

Carr Financial Group reduced its NVIDIA (NVDA) stake by 2.5% in Q1 2026, selling an estimated $138K and leaving 29,065 shares worth $5.07M. The position accounts for 1.34% of the portfolio, ranked #16.

Carr Financial Group first reported a position in NVDA in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.07M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Carr Financial Group held 29,065 shares of NVIDIA worth $5.07M as of Q1 2026.
  • Carr Financial Group sold 753 NVIDIA shares in Q1 2026, an estimated $138K.
  • NVIDIA made up 1.34% of Carr Financial Group's portfolio in Q1 2026, its #16 holding.
  • Carr Financial Group first reported a position in NVIDIA in Q4 2022 and has held it in 14 quarters since.
  • Carr Financial Group's NVIDIA position peaked at $6.07M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.