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Stone Summit Wealth’s NVIDIA NVDA Stock Holding History

Stone Summit Wealth’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 		$553K Buy
2,420
+190
+9% +$40.7K 0.15% 89
2026
Q2 		$446K Buy
2,230
+208
+10% +$42.8K 0.11% 105
2026
Q1 		$353K Sell
2,022
-272
-12% -$49.9K 0.1% 113
2025
Q4 		$428K Buy
2,294
+204
+10% +$38K 0.12% 105
2025
Q3 		$390K Sell
2,090
-13
-0.6% -$2.27K 0.11% 110
2025
Q2 		$332K Buy
+2,103
New +$265K 0.1% 118

Other funds holding NVDA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Stone Summit Wealth's NVDA Position: Q3 2026 in Review

Stone Summit Wealth increased its NVIDIA (NVDA) stake by 8.5% in Q3 2026, buying an estimated $40.7K and bringing the position to 2,420 shares worth $553K. The position accounts for 0.15% of the portfolio, ranked #89.

Stone Summit Wealth first reported a position in NVDA in Q2 2025 and has held it in 6 quarters since. 1,343 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Stone Summit Wealth held 2,420 shares of NVIDIA worth $553K as of Q3 2026.
  • Stone Summit Wealth bought 190 NVIDIA shares in Q3 2026, an estimated $40.7K.
  • NVIDIA made up 0.15% of Stone Summit Wealth's portfolio in Q3 2026, its #89 holding.
  • Stone Summit Wealth first reported a position in NVIDIA in Q2 2025 and has held it in 6 quarters since.
  • 1,343 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.