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Castle Wealth Management’s NVIDIA NVDA Stock Holding History

Castle 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
2026
Q2 		$2.17M Sell
10,867
-115
-1% -$23.6K 0.64% 41
2026
Q1 		$1.92M Sell
10,982
-1,617
-13% -$297K 0.62% 42
2025
Q4 		$2.35M Sell
12,599
-288
-2% -$53.6K 0.78% 39
2025
Q3 		$2.4M Sell
12,887
-27
-0.2% -$4.71K 0.81% 39
2025
Q2 		$2.04M Sell
12,914
-490
-4% -$61.7K 0.74% 40
2025
Q1 		$1.45M Buy
13,404
+462
+4% +$58.6K 0.57% 46
2024
Q4 		$1.74M Buy
12,942
+58
+0.5% +$7.99K 0.68% 42
2024
Q3 		$1.56M Buy
12,884
+268
+2% +$31.7K 0.62% 43
2024
Q2 		$1.56M Sell
12,616
-554
-4% -$56K 0.75% 37
2024
Q1 		$1.19M Buy
13,170
+80
+0.6% +$5.8K 0.62% 41
2023
Q4 		$648K Buy
13,090
+480
+4% +$22.2K 0.39% 63
2023
Q3 		$549K Buy
12,610
+320
+3% +$14.3K 0.39% 58
2023
Q2 		$520K Buy
12,290
+50
+0.4% +$1.66K 0.36% 63
2023
Q1 		$340K Buy
+12,240
New +$265K 0.26% 81
2022
Q4 		– Sell
-18,490
Closed -$224K – 445
2022
Q3 		$224K Buy
18,490
+1,550
+9% +$24.5K 0.14% 95
2022
Q2 		$257K Buy
+16,940
New +$320K 0.15% 95

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

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

Castle Wealth Management reduced its NVIDIA (NVDA) stake by 1% in Q2 2026, selling an estimated $23.6K and leaving 10,867 shares worth $2.17M. The position accounts for 0.64% of the portfolio, ranked #41.

Castle Wealth Management first reported a position in NVDA in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.4M in Q3 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Castle Wealth Management held 10,867 shares of NVIDIA worth $2.17M as of Q2 2026.
  • Castle Wealth Management sold 115 NVIDIA shares in Q2 2026, an estimated $23.6K.
  • NVIDIA made up 0.64% of Castle Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Castle Wealth Management first reported a position in NVIDIA in Q2 2022 and has held it in 16 quarters since.
  • Castle Wealth Management's NVIDIA position peaked at $2.4M in Q3 2025.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.