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Castle Rock Wealth Management’s NVIDIA NVDA Stock Holding History

Castle Rock Wealth Management’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
2019
Q3 		– Sell
-24,000
Closed -$4K – 179
2019
Q2 		$4K Buy
+24,000
New +$99.5K ﹤0.01% 144

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Castle Rock Wealth Management's NVDA Position: Q2 2026 in Review

Castle Rock Wealth Management reduced its NVIDIA (NVDA) stake by 0.44% in Q2 2026, selling an estimated $99.1K and leaving 109,063 shares worth $21.5M. The position accounts for 4.23% of the portfolio, ranked #1.

Castle Rock Wealth Management first reported a position in NVDA in Q4 2017 and has held it in 33 quarters since. The position peaked at $24.6M in Q2 2024. 2,873 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Castle Rock Wealth Management held 109,063 shares of NVIDIA worth $21.5M as of Q2 2026.
  • Castle Rock Wealth Management sold 482 NVIDIA shares in Q2 2026, an estimated $99.1K.
  • NVIDIA made up 4.23% of Castle Rock Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Castle Rock Wealth Management first reported a position in NVIDIA in Q4 2017 and has held it in 33 quarters since.
  • Castle Rock Wealth Management's NVIDIA position peaked at $24.6M in Q2 2024.
  • 2,873 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.