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Castle Rock Wealth Management’s Iridium Communications IRDM Stock Holding History

Castle Rock Wealth Management’s Portfolio IRDM Stock Details IRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-50,024
Closed -$1.6M – 260
2025
Q2 		$1.6M Buy
50,024
+4,331
+9% +$113K 0.37% 74
2025
Q1 		$1.24M Sell
45,693
-14,945
-25% -$438K 0.33% 82
2024
Q4 		$1.92M Buy
+60,638
New +$1.8M 0.46% 58

Other funds holding IRDM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SHCM
Silver Heights Capital Management Toronto, Ontario, Canada $260M AUM 6.93% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Castle Rock Wealth Management's IRDM Position: Q3 2025 in Review

Castle Rock Wealth Management sold out of Iridium Communications (IRDM) in Q3 2025, closing a stake of 50,024 shares — an estimated $1.6M sold.

Castle Rock Wealth Management first reported a position in IRDM in Q4 2024 and held it in 3 quarters. The position peaked at $1.92M in Q4 2024. 324 funds tracked by Wall St. Rank hold IRDM as of Q3 2025.

  • Castle Rock Wealth Management reported no remaining Iridium Communications position as of Q3 2025 after selling out during the quarter.
  • Castle Rock Wealth Management sold 50,024 Iridium Communications shares in Q3 2025, an estimated $1.6M.
  • Castle Rock Wealth Management first reported a position in Iridium Communications in Q4 2024 and held it in 3 quarters.
  • Castle Rock Wealth Management's Iridium Communications position peaked at $1.92M in Q4 2024.
  • 324 funds tracked by Wall St. Rank held Iridium Communications as of Q3 2025.

Based on Castle Rock Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.