McCarter Private Wealth Services’s NVIDIA NVDA Stock Holding History

McCarter Private Wealth Services’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	$1.91M	Buy	10,933 +588	+6%	+$108K	0.83%	34
2025 Q4	$1.93M	Sell	10,345 -341	-3%	-$63.5K	0.87%	33
2025 Q3	$1.99M	Sell	10,686 -51	-0.5%	-$8.89K	1.02%	30
2025 Q2	$1.7M	Buy	10,737 +304	+3%	+$38.3K	0.97%	32
2025 Q1	$1.13M	Buy	10,433 +7,647	+274%	+$969K	0.74%	36
2024 Q4	$374K	Buy	+2,786	New	+$384K	0.24%	69

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

McCarter Private Wealth Services's NVDA Position: Q1 2026 in Review

McCarter Private Wealth Services increased its NVIDIA (NVDA) stake by 5.7% in Q1 2026, buying an estimated $108K and bringing the position to 10,933 shares worth $1.91M. The position accounts for 0.83% of the portfolio, ranked #34.

McCarter Private Wealth Services first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.99M in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

McCarter Private Wealth Services held 10,933 shares of NVIDIA worth $1.91M as of Q1 2026.
McCarter Private Wealth Services bought 588 NVIDIA shares in Q1 2026, an estimated $108K.
NVIDIA made up 0.83% of McCarter Private Wealth Services's portfolio in Q1 2026, its #34 holding.
McCarter Private Wealth Services first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
McCarter Private Wealth Services's NVIDIA position peaked at $1.99M in Q3 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.