SRM
NVDA icon

Shelter Rock Management’s NVIDIA NVDA Stock Holding History

Shelter Rock 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 		$8.46M Sell
35,566
-375
-1% -$80.4K 7.87% 3
2026
Q2 		$7.19M Sell
35,941
-5,815
-14% -$1.2M 6.97% 6
2026
Q1 		$7.28M Sell
41,756
-3,614
-8% -$663K 7.72% 4
2025
Q4 		$8.46M Buy
+45,370
New +$8.45M 8.5% 1

Other funds holding NVDA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Shelter Rock Management's NVDA Position: Q3 2026 in Review

Shelter Rock Management reduced its NVIDIA (NVDA) stake by 1% in Q3 2026, selling an estimated $80.4K and leaving 35,566 shares worth $8.46M. The position accounts for 7.87% of the portfolio, ranked #3.

Shelter Rock Management first reported a position in NVDA in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.46M in Q4 2025. 532 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Shelter Rock Management held 35,566 shares of NVIDIA worth $8.46M as of Q3 2026.
  • Shelter Rock Management sold 375 NVIDIA shares in Q3 2026, an estimated $80.4K.
  • NVIDIA made up 7.87% of Shelter Rock Management's portfolio in Q3 2026, its #3 holding.
  • Shelter Rock Management first reported a position in NVIDIA in Q4 2025 and has held it in 4 quarters since.
  • Shelter Rock Management's NVIDIA position peaked at $8.46M in Q4 2025.
  • 532 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

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