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Cornerstone Wealth Management’s NVIDIA NVDA Stock Holding History

Cornerstone 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
Q3 		$59.5M Sell
260,538
-2,873
-1% -$616K 2.5% 5
2026
Q2 		$52.7M Sell
263,411
-2,141
-0.8% -$440K 2.27% 6
2026
Q1 		$46.3M Buy
265,552
+11,496
+5% +$2.11M 2.32% 6
2025
Q4 		$47.4M Buy
254,056
+3,041
+1% +$566K 2.46% 6
2025
Q3 		$46.8M Buy
251,015
+3,966
+2% +$691K 2.59% 5
2025
Q2 		$39M Buy
247,049
+4,276
+2% +$538K 2.37% 6
2025
Q1 		$26.3M Buy
242,773
+3,138
+1% +$398K 1.78% 6
2024
Q4 		$32.2M Sell
239,635
-806
-0.3% -$111K 2.17% 6
2024
Q3 		$29.2M Buy
240,441
+8,801
+4% +$1.04M 2.06% 6
2024
Q2 		$28.6M Buy
231,640
+16,740
+8% +$1.69M 2.2% 6
2024
Q1 		$19.4M Sell
214,900
-7,830
-4% -$568K 1.57% 8
2023
Q4 		$11M Sell
222,730
-7,160
-3% -$332K 0.95% 19
2023
Q3 		$10M Buy
229,890
+16,530
+8% +$741K 0.94% 20
2023
Q2 		$9.03M Buy
213,360
+66,710
+45% +$2.21M 0.81% 28
2023
Q1 		$4.07M Buy
+146,650
New +$3.17M 0.4% 54
2022
Q3 		$1.42M Sell
117,260
-850
-0.7% -$13.4K 0.16% 124
2022
Q2 		$1.79M Buy
118,110
+26,570
+29% +$501K 0.2% 109
2022
Q1 		$2.5M Sell
91,540
-14,970
-14% -$375K 0.24% 83
2021
Q4 		$3.13M Buy
106,510
+21,610
+25% +$595K 0.3% 78
2021
Q3 		$1.76M Buy
84,900
+15,660
+23% +$325K 0.19% 122
2021
Q2 		$1.38M Buy
69,240
+1,880
+3% +$30.1K 0.15% 144
2021
Q1 		$899K Buy
67,360
+6,640
+11% +$89.2K 0.11% 182
2020
Q4 		$793K Buy
60,720
+3,000
+5% +$40.2K 0.1% 184
2020
Q3 		$781K Buy
57,720
+3,240
+6% +$37.7K 0.12% 169
2020
Q2 		$517K Buy
54,480
+2,560
+5% +$20.7K 0.08% 211
2020
Q1 		$342K Buy
51,920
+7,600
+17% +$48K 0.07% 247
2019
Q4 		$261K Sell
44,320
-8,400
-16% -$43.7K 0.04% 290
2019
Q3 		$229K Sell
52,720
-4,520
-8% -$19K 0.04% 308
2019
Q2 		$232K Buy
57,240
+6,600
+13% +$27.4K 0.04% 318
2019
Q1 		$631K Buy
+50,640
New +$197K 0.08% 248

Other funds holding NVDA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Cornerstone Wealth Management's NVDA Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its NVIDIA (NVDA) stake by 1.1% in Q3 2026, selling an estimated $616K and leaving 260,538 shares worth $59.5M. The position accounts for 2.5% of the portfolio, ranked #5.

Cornerstone Wealth Management first reported a position in NVDA in Q1 2019 and has held it in 30 quarters since. 3,921 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Cornerstone Wealth Management held 260,538 shares of NVIDIA worth $59.5M as of Q3 2026.
  • Cornerstone Wealth Management sold 2,873 NVIDIA shares in Q3 2026, an estimated $616K.
  • NVIDIA made up 2.5% of Cornerstone Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Cornerstone Wealth Management first reported a position in NVIDIA in Q1 2019 and has held it in 30 quarters since.
  • 3,921 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.