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McKinley Carter Wealth Services’s NVIDIA NVDA Stock Holding History

McKinley Carter 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
Q2 		$18.9M Buy
94,375
+17,060
+22% +$3.51M 0.97% 20
2026
Q1 		$13.5M Sell
77,315
-597
-0.8% -$110K 0.78% 24
2025
Q4 		$14.5M Buy
77,912
+609
+0.8% +$113K 0.81% 31
2025
Q3 		$14.4M Sell
77,303
-730
-0.9% -$127K 0.76% 30
2025
Q2 		$12.3M Buy
78,033
+3,816
+5% +$480K 0.68% 33
2025
Q1 		$8.04M Buy
74,217
+2,152
+3% +$273K 0.49% 46
2024
Q4 		$9.68M Buy
72,065
+42,915
+147% +$5.92M 0.59% 40
2024
Q3 		$3.54M Buy
29,150
+2,675
+10% +$316K 0.21% 82
2024
Q2 		$3.27M Buy
26,475
+9,335
+54% +$944K 0.21% 82
2024
Q1 		$1.55M Buy
17,140
+1,730
+11% +$125K 0.1% 130
2023
Q4 		$763K Buy
15,410
+2,410
+19% +$112K 0.06% 165
2023
Q3 		$566K Buy
13,000
+4,660
+56% +$209K 0.05% 190
2023
Q2 		$353K Buy
8,340
+140
+2% +$4.65K 0.03% 240
2023
Q1 		$228K Buy
+8,200
New +$177K 0.02% 276
2022
Q2 		– Sell
-7,740
Closed -$211K – 298
2022
Q1 		$211K Sell
7,740
-140
-2% -$3.51K 0.02% 280
2021
Q4 		$232K Buy
+7,880
New +$217K 0.02% 275
2018
Q2 		– Sell
-11,560
Closed -$67K – 306
2018
Q1 		$67K Buy
+11,560
New +$67.9K 0.02% 240

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

McKinley Carter Wealth Services's NVDA Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its NVIDIA (NVDA) stake by 22% in Q2 2026, buying an estimated $3.51M and bringing the position to 94,375 shares worth $18.9M. The position accounts for 0.97% of the portfolio, ranked #20.

McKinley Carter Wealth Services first reported a position in NVDA in Q1 2018 and has held it in 17 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • McKinley Carter Wealth Services held 94,375 shares of NVIDIA worth $18.9M as of Q2 2026.
  • McKinley Carter Wealth Services bought 17,060 NVIDIA shares in Q2 2026, an estimated $3.51M.
  • NVIDIA made up 0.97% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #20 holding.
  • McKinley Carter Wealth Services first reported a position in NVIDIA in Q1 2018 and has held it in 17 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.