Towercrest Capital Management’s NVIDIA NVDA Stock Holding History

Towercrest Capital 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	$1.88M	Sell	8,218 -478	-5%	-$102K	0.27%	42
2026 Q2	$1.74M	Buy	8,696 +13	+0.1%	+$2.67K	0.24%	45
2026 Q1	$1.51M	Buy	8,683 +120	+1%	+$22K	0.24%	46
2025 Q4	$1.6M	Sell	8,563 -46	-0.5%	-$8.56K	0.25%	45
2025 Q3	$1.61M	Buy	8,609 +1,391	+19%	+$242K	0.26%	43
2025 Q2	$1.14M	Sell	7,218 -150	-2%	-$18.9K	0.2%	45
2025 Q1	$799K	Sell	7,368 -10,755	-59%	-$1.36M	0.15%	51
2024 Q4	$2.43M	Buy	18,123 +2,583	+17%	+$356K	0.39%	39
2024 Q3	$1.89M	Buy	15,540 +410	+3%	+$48.4K	0.3%	43
2024 Q2	$1.87M	Buy	15,130 +80	+0.5%	+$8.09K	0.31%	43
2024 Q1	$1.36M	Buy	15,050 +4,390	+41%	+$318K	0.23%	47
2023 Q4	$528K	Buy	10,660 +330	+3%	+$15.3K	0.09%	62
2023 Q3	$450K	Sell	10,330 -2,000	-16%	-$89.6K	0.09%	67
2023 Q2	$522K	Buy	12,330 +3,780	+44%	+$126K	0.1%	62
2023 Q1	$238K	Buy	+8,550	New	+$185K	0.05%	88
2022 Q2	–	Sell	-7,790	Closed	-$213K	–	93
2022 Q1	$213K	Sell	7,790 -100	-1%	-$2.51K	0.04%	91
2021 Q4	$232K	Buy	+7,890	New	+$217K	0.04%	88

Other funds holding NVDA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Towercrest Capital Management's NVDA Position: Q3 2026 in Review

Towercrest Capital Management reduced its NVIDIA (NVDA) stake by 5.5% in Q3 2026, selling an estimated $102K and leaving 8,218 shares worth $1.88M. The position accounts for 0.27% of the portfolio, ranked #42.

Towercrest Capital Management first reported a position in NVDA in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.43M in Q4 2024. 3,682 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

Towercrest Capital Management held 8,218 shares of NVIDIA worth $1.88M as of Q3 2026.
Towercrest Capital Management sold 478 NVIDIA shares in Q3 2026, an estimated $102K.
NVIDIA made up 0.27% of Towercrest Capital Management's portfolio in Q3 2026, its #42 holding.
Towercrest Capital Management first reported a position in NVIDIA in Q4 2021 and has held it in 17 quarters since.
Towercrest Capital Management's NVIDIA position peaked at $2.43M in Q4 2024.
3,682 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Towercrest Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.