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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

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Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Castle Rock Wealth Management's NVDA Position: Q3 2026 in Review

Castle Rock Wealth Management reduced its NVIDIA (NVDA) stake by 0.46% in Q3 2026, selling an estimated $107K and leaving 108,566 shares worth $26M. The position accounts for 4.89% of the portfolio, ranked #1.

Castle Rock Wealth Management first reported a position in NVDA in Q4 2017 and has held it in 34 quarters since. 1,022 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Castle Rock Wealth Management held 108,566 shares of NVIDIA worth $26M as of Q3 2026.
  • Castle Rock Wealth Management sold 497 NVIDIA shares in Q3 2026, an estimated $107K.
  • NVIDIA made up 4.89% of Castle Rock Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Castle Rock Wealth Management first reported a position in NVIDIA in Q4 2017 and has held it in 34 quarters since.
  • 1,022 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.