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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 		– Hold
0
– – – 257
2026
Q1 		– Hold
0
– – – 249
2025
Q4 		– Hold
0
– -$355K – 328
2025
Q3 		– Hold
0
– – – 255
2025
Q2 		– Hold
0
– – – 259
2025
Q1 		– Hold
0
– – – 298

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. 5,962 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.
  • 5,962 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.