Carret Asset Management’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$13.5M Buy
77,448
+3,646
+5% +$669K 1.32% 16
2025
Q4
$13.8M Buy
73,802
+400
+0.5% +$74.5K 1.31% 15
2025
Q3
$13.7M Buy
73,402
+2,438
+3% +$425K 1.33% 14
2025
Q2
$11.2M Sell
70,964
-3,095
-4% -$389K 1.2% 16
2025
Q1
$8.03M Buy
74,059
+1,841
+3% +$233K 0.91% 24
2024
Q4
$9.7M Buy
72,218
+9,580
+15% +$1.32M 1.06% 18
2024
Q3
$7.61M Buy
62,638
+8,981
+17% +$1.06M 0.83% 30
2024
Q2
$6.63M Buy
53,657
+4,377
+9% +$443K 0.77% 33
2024
Q1
$4.45M Buy
49,280
+3,200
+7% +$232K 0.52% 55
2023
Q4
$2.28M Buy
46,080
+680
+1% +$31.5K 0.29% 88
2023
Q3
$1.97M Sell
45,400
-1,250
-3% -$56K 0.28% 90
2023
Q2
$1.97M Sell
46,650
-1,750
-4% -$58.1K 0.26% 92
2023
Q1
$1.34M Sell
48,400
-600
-1% -$13K 0.19% 121
2022
Q4
$716K Buy
49,000
+3,000
+7% +$44K 0.1% 156
2022
Q3
$558K Hold
46,000
0.08% 169
2022
Q2
$697K Buy
46,000
+200
+0.4% +$3.77K 0.1% 160
2022
Q1
$1.25M Sell
45,800
-10,000
-18% -$251K 0.14% 140
2021
Q4
$1.64M Sell
55,800
-4,000
-7% -$110K 0.18% 121
2021
Q3
$1.24M Sell
59,800
-4,120
-6% -$85.6K 0.15% 135
2021
Q2
$1.28M Buy
63,920
+120
+0.2% +$1.92K 0.15% 133
2021
Q1
$852K Hold
63,800
0.11% 146
2020
Q4
$833K Sell
63,800
-8,000
-11% -$107K 0.11% 144
2020
Q3
$971K Buy
71,800
+9,400
+15% +$109K 0.15% 128
2020
Q2
$593K Buy
62,400
+8,000
+15% +$64.7K 0.1% 147
2020
Q1
$358K Sell
54,400
-1,200
-2% -$7.57K 0.07% 170
2019
Q4
$327K Hold
55,600
0.05% 207
2019
Q3
$242K Sell
55,600
-2,800
-5% -$11.8K 0.04% 239
2019
Q2
$240K Sell
58,400
-19,320
-25% -$80.1K 0.04% 243
2019
Q1
$349K Hold
77,720
0.06% 192
2018
Q4
$259K Sell
77,720
-60,000
-44% -$287K 0.05% 214
2018
Q3
$968K Buy
137,720
+5,320
+4% +$34.6K 0.15% 130
2018
Q2
$784K Buy
132,400
+84,000
+174% +$510K 0.13% 142
2018
Q1
$280K Hold
48,400
0.05% 219
2017
Q4
$234K Buy
+48,400
New +$240K 0.04% 233

Other funds holding NVDA

Carret Asset Management's NVDA Position: Q1 2026 in Review

Carret Asset Management increased its NVIDIA (NVDA) stake by 4.9% in Q1 2026, buying an estimated $669K and bringing the position to 77,448 shares worth $13.5M. The position accounts for 1.32% of the portfolio, ranked #16.

Carret Asset Management first reported a position in NVDA in Q4 2017 and has held it in 34 quarters since. The position peaked at $13.8M in Q4 2025. 5,829 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Carret Asset Management held 77,448 shares of NVIDIA worth $13.5M as of Q1 2026.
  • Carret Asset Management bought 3,646 NVIDIA shares in Q1 2026, an estimated $669K.
  • NVIDIA made up 1.32% of Carret Asset Management's portfolio in Q1 2026, its #16 holding.
  • Carret Asset Management first reported a position in NVIDIA in Q4 2017 and has held it in 34 quarters since.
  • Carret Asset Management's NVIDIA position peaked at $13.8M in Q4 2025.
  • 5,829 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Carret Asset Management's 13F filing for Q1 2026, filed 15 May 2026.