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CarsonAllaria Wealth Management’s NVIDIA NVDA Stock Holding History

CarsonAllaria Wealth Management’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 		$1.09M Sell
5,451
-67
-1% -$13.8K 0.47% 30
2026
Q1 		$962K Sell
5,518
-285
-5% -$52.3K 0.48% 29
2025
Q4 		$1.08M Sell
5,803
-150
-3% -$27.9K 0.54% 28
2025
Q3 		$1.11M Buy
5,953
+1,071
+22% +$187K 0.58% 28
2025
Q2 		$771K Buy
4,882
+125
+3% +$15.7K 0.41% 31
2025
Q1 		$516K Buy
4,757
+300
+7% +$38K 0.3% 36
2024
Q4 		$599K Buy
4,457
+100
+2% +$13.8K 0.34% 34
2024
Q3 		$529K Buy
4,357
+960
+28% +$113K 0.3% 37
2024
Q2 		$420K Buy
3,397
+327
+11% +$33.1K 0.26% 37
2024
Q1 		$278K Sell
3,070
-110
-3% -$7.97K 0.17% 48
2023
Q4 		$158K Hold
3,180
– – 0.11% 71
2023
Q3 		$139K Sell
3,180
-460
-13% -$20.6K 0.11% 74
2023
Q2 		$154K Hold
3,640
– – 0.12% 76
2023
Q1 		$101K Buy
3,640
+1,660
+84% +$35.9K 0.09% 85
2022
Q4 		$29K Hold
1,980
– – 0.03% 137
2022
Q3 		$24K Hold
1,980
– – 0.02% 136
2022
Q2 		$30K Sell
1,980
-10
-0.5% -$189 0.03% 128
2022
Q1 		$54K Sell
1,990
-690
-26% -$17.3K 0.05% 107
2021
Q4 		$79K Buy
+2,680
New +$73.7K 0.07% 96

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

CarsonAllaria Wealth Management's NVDA Position: Q2 2026 in Review

CarsonAllaria Wealth Management reduced its NVIDIA (NVDA) stake by 1.2% in Q2 2026, selling an estimated $13.8K and leaving 5,451 shares worth $1.09M. The position accounts for 0.47% of the portfolio, ranked #30.

CarsonAllaria Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q3 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • CarsonAllaria Wealth Management held 5,451 shares of NVIDIA worth $1.09M as of Q2 2026.
  • CarsonAllaria Wealth Management sold 67 NVIDIA shares in Q2 2026, an estimated $13.8K.
  • NVIDIA made up 0.47% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #30 holding.
  • CarsonAllaria Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • CarsonAllaria Wealth Management's NVIDIA position peaked at $1.11M in Q3 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.