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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CarsonAllaria Wealth Management's NVDA Position: Q1 2026 in Review

CarsonAllaria Wealth Management reduced its NVIDIA (NVDA) stake by 4.9% in Q1 2026, selling an estimated $52.3K and leaving 5,518 shares worth $962K. The position accounts for 0.48% of the portfolio, ranked #29.

CarsonAllaria Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.11M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

CarsonAllaria Wealth Management held 5,518 shares of NVIDIA worth $962K as of Q1 2026.
CarsonAllaria Wealth Management sold 285 NVIDIA shares in Q1 2026, an estimated $52.3K.
NVIDIA made up 0.48% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #29 holding.
CarsonAllaria Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 18 quarters since.
CarsonAllaria Wealth Management's NVIDIA position peaked at $1.11M in Q3 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.