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McCarley & Cook Financial Planners’s NVIDIA NVDA Stock Holding History

McCarley & Cook Financial Planners’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 		$60.7K Buy
266
+17
+7% +$3.64K 0.05% 88
2026
Q2 		$49.8K Hold
249
– – 0.04% 96
2026
Q1 		$43.4K Sell
249
-2
-0.8% -$367 0.04% 100
2025
Q4 		$46.8K Buy
+251
New +$46.7K 0.04% 86

Other funds holding NVDA

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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

McCarley & Cook Financial Planners's NVDA Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its NVIDIA (NVDA) stake by 6.8% in Q3 2026, buying an estimated $3.64K and bringing the position to 266 shares worth $60.7K. The position accounts for 0.05% of the portfolio, ranked #88.

McCarley & Cook Financial Planners first reported a position in NVDA in Q4 2025 and has held it in 4 quarters since. 1,995 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • McCarley & Cook Financial Planners held 266 shares of NVIDIA worth $60.7K as of Q3 2026.
  • McCarley & Cook Financial Planners bought 17 NVIDIA shares in Q3 2026, an estimated $3.64K.
  • NVIDIA made up 0.05% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #88 holding.
  • McCarley & Cook Financial Planners first reported a position in NVIDIA in Q4 2025 and has held it in 4 quarters since.
  • 1,995 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.