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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

McKinley Carter Wealth Services's NVDA Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its NVIDIA (NVDA) stake by 0.77% in Q1 2026, selling an estimated $110K and leaving 77,315 shares worth $13.5M. The position accounts for 0.78% of the portfolio, ranked #24.

McKinley Carter Wealth Services first reported a position in NVDA in Q1 2018 and has held it in 16 quarters since. The position peaked at $14.5M in Q4 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • McKinley Carter Wealth Services held 77,315 shares of NVIDIA worth $13.5M as of Q1 2026.
  • McKinley Carter Wealth Services sold 597 NVIDIA shares in Q1 2026, an estimated $110K.
  • NVIDIA made up 0.78% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #24 holding.
  • McKinley Carter Wealth Services first reported a position in NVIDIA in Q1 2018 and has held it in 16 quarters since.
  • McKinley Carter Wealth Services's NVIDIA position peaked at $14.5M in Q4 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.