SWGLO
NVDA icon

Summit Wealth Group, LLC/OK’s NVIDIA NVDA Stock Holding History

Summit Wealth Group, LLC/OK’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 		$559K Sell
2,449
-1,456
-37% -$312K 0.95% 28
2026
Q2 		$781K Sell
3,905
-40
-1% -$8.22K 1.01% 28
2026
Q1 		$688K Sell
3,945
-1,546
-28% -$284K 0.96% 29
2025
Q4 		$1.02M Buy
+5,491
New +$1.02M 1.06% 24

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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Summit Wealth Group, LLC/OK's NVDA Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its NVIDIA (NVDA) stake by 37% in Q3 2026, selling an estimated $312K and leaving 2,449 shares worth $559K. The position accounts for 0.95% of the portfolio, ranked #28.

Summit Wealth Group, LLC/OK first reported a position in NVDA in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q4 2025. 3,949 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 2,449 shares of NVIDIA worth $559K as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 1,456 NVIDIA shares in Q3 2026, an estimated $312K.
  • NVIDIA made up 0.95% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #28 holding.
  • Summit Wealth Group, LLC/OK first reported a position in NVIDIA in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's NVIDIA position peaked at $1.02M in Q4 2025.
  • 3,949 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.