Carter Financial Group
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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
Q3 		$6.43M Sell
28,117
-410
-1% -$87.9K 3.27% 8
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Carter Financial Group's NVDA Position: Q3 2026 in Review

Carter Financial Group reduced its NVIDIA (NVDA) stake by 1.4% in Q3 2026, selling an estimated $87.9K and leaving 28,117 shares worth $6.43M. The position accounts for 3.27% of the portfolio, ranked #8.

Carter Financial Group first reported a position in NVDA in Q1 2022 and has held it in 7 quarters since. 4,431 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Carter Financial Group held 28,117 shares of NVIDIA worth $6.43M as of Q3 2026.
  • Carter Financial Group sold 410 NVIDIA shares in Q3 2026, an estimated $87.9K.
  • NVIDIA made up 3.27% of Carter Financial Group's portfolio in Q3 2026, its #8 holding.
  • Carter Financial Group first reported a position in NVIDIA in Q1 2022 and has held it in 7 quarters since.
  • 4,431 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.