D.L. Carlson Investment Group’s NVIDIA NVDA Stock Holding History

D.L. Carlson Investment 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 Q1	$19.8M	Buy	113,805 +478	+0.4%	+$87.7K	3.41%	6
2025 Q4	$21.1M	Sell	113,327 -2,104	-2%	-$392K	3.57%	6
2025 Q3	$21.5M	Sell	115,431 -198	-0.2%	-$34.5K	3.61%	6
2025 Q2	$18.3M	Sell	115,629 -335	-0.3%	-$42.2K	3.33%	5
2025 Q1	$12.6M	Sell	115,964 -14,487	-11%	-$1.84M	2.42%	7
2024 Q4	$17.5M	Buy	130,451 +12,524	+11%	+$1.73M	3.12%	6
2024 Q3	$14.3M	Buy	117,927 +1,647	+1%	+$195K	2.59%	7
2024 Q2	$14.4M	Sell	116,280 -7,720	-6%	-$781K	2.77%	8
2024 Q1	$11.2M	Sell	124,000 -3,430	-3%	-$249K	2.19%	9
2023 Q4	$9.26M	Buy	+127,430	New	+$5.91M	1.88%	11

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

D.L. Carlson Investment Group's NVDA Position: Q1 2026 in Review

D.L. Carlson Investment Group increased its NVIDIA (NVDA) stake by 0.42% in Q1 2026, buying an estimated $87.7K and bringing the position to 113,805 shares worth $19.8M. The position accounts for 3.41% of the portfolio, ranked #6.

D.L. Carlson Investment Group first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. The position peaked at $21.5M in Q3 2025. 5,837 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

D.L. Carlson Investment Group held 113,805 shares of NVIDIA worth $19.8M as of Q1 2026.
D.L. Carlson Investment Group bought 478 NVIDIA shares in Q1 2026, an estimated $87.7K.
NVIDIA made up 3.41% of D.L. Carlson Investment Group's portfolio in Q1 2026, its #6 holding.
D.L. Carlson Investment Group first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
D.L. Carlson Investment Group's NVIDIA position peaked at $21.5M in Q3 2025.
5,837 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.