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Carter Financial Group’s NVIDIA NVDA Stock Holding History

Carter 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
2026
Q2 		$5.71M Buy
28,527
+201
+0.7% +$41.3K 2.96% 9
2026
Q1 		$4.94M Sell
28,326
-230
-0.8% -$42.2K 3.06% 8
2025
Q4 		$5.33M Buy
28,556
+1,762
+7% +$328K 3.16% 8
2025
Q3 		$5M Sell
26,794
-206
-0.8% -$35.9K 3.02% 8
2025
Q2 		$4.27M Buy
+27,000
New +$3.4M 2.79% 8
2022
Q1 		$266K Buy
+9,750
New +$245K 0.36% 37

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Carter Financial Group's NVDA Position: Q2 2026 in Review

Carter Financial Group increased its NVIDIA (NVDA) stake by 0.71% in Q2 2026, buying an estimated $41.3K and bringing the position to 28,527 shares worth $5.71M. The position accounts for 2.96% of the portfolio, ranked #9.

Carter Financial Group first reported a position in NVDA in Q1 2022 and has held it in 6 quarters since. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Carter Financial Group held 28,527 shares of NVIDIA worth $5.71M as of Q2 2026.
  • Carter Financial Group bought 201 NVIDIA shares in Q2 2026, an estimated $41.3K.
  • NVIDIA made up 2.96% of Carter Financial Group's portfolio in Q2 2026, its #9 holding.
  • Carter Financial Group first reported a position in NVIDIA in Q1 2022 and has held it in 6 quarters since.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.