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Carson Advisory’s NVIDIA NVDA Stock Holding History

Carson Advisory’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 		$1.47M Buy
7,365
+227
+3% +$46.7K 0.68% 31
2026
Q1 		$1.24M Buy
7,138
+585
+9% +$107K 0.65% 35
2025
Q4 		$1.22M Sell
6,553
-135
-2% -$25.1K 0.64% 35
2025
Q3 		$1.25M Sell
6,688
-86
-1% -$15K 0.67% 32
2025
Q2 		$1.07M Sell
6,774
-242
-3% -$30.5K 0.68% 37
2025
Q1 		$760K Sell
7,016
-300
-4% -$38K 0.51% 56
2024
Q4 		$982K Sell
7,316
-1,265
-15% -$174K 0.68% 39
2024
Q3 		$1.04M Buy
8,581
+1,376
+19% +$163K 0.65% 38
2024
Q2 		$890K Buy
7,205
+265
+4% +$26.8K 0.62% 39
2024
Q1 		$627K Sell
6,940
-2,770
-29% -$201K 0.44% 75
2023
Q4 		$481K Buy
9,710
+680
+8% +$31.5K 0.37% 82
2023
Q3 		$393K Buy
9,030
+400
+5% +$17.9K 0.34% 88
2023
Q2 		$365K Sell
8,630
-660
-7% -$21.9K 0.31% 93
2023
Q1 		$258K Sell
9,290
-5,400
-37% -$117K 0.23% 111
2022
Q4 		$215K Buy
+14,690
New +$215K 0.21% 118
2022
Q3 		– Sell
-15,940
Closed -$242K – 133
2022
Q2 		$242K Buy
15,940
+1,290
+9% +$24.3K 0.27% 96
2022
Q1 		$400K Buy
14,650
+50
+0.3% +$1.25K 0.4% 67
2021
Q4 		$429K Buy
+14,600
New +$402K 0.43% 58

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

Carson Advisory's NVDA Position: Q2 2026 in Review

Carson Advisory increased its NVIDIA (NVDA) stake by 3.2% in Q2 2026, buying an estimated $46.7K and bringing the position to 7,365 shares worth $1.47M. The position accounts for 0.68% of the portfolio, ranked #31.

Carson Advisory first reported a position in NVDA in Q4 2021 and has held it in 18 quarters since. 5,934 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Carson Advisory held 7,365 shares of NVIDIA worth $1.47M as of Q2 2026.
  • Carson Advisory bought 227 NVIDIA shares in Q2 2026, an estimated $46.7K.
  • NVIDIA made up 0.68% of Carson Advisory's portfolio in Q2 2026, its #31 holding.
  • Carson Advisory first reported a position in NVIDIA in Q4 2021 and has held it in 18 quarters since.
  • 5,934 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.