SSW
NVDA icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stone Summit Wealth's NVDA Position: Q1 2026 in Review

Stone Summit Wealth reduced its NVIDIA (NVDA) stake by 12% in Q1 2026, selling an estimated $49.9K and leaving 2,022 shares worth $353K. The position accounts for 0.1% of the portfolio, ranked #113.

Stone Summit Wealth first reported a position in NVDA in Q2 2025 and has held it in 4 quarters since. The position peaked at $428K in Q4 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Stone Summit Wealth held 2,022 shares of NVIDIA worth $353K as of Q1 2026.
  • Stone Summit Wealth sold 272 NVIDIA shares in Q1 2026, an estimated $49.9K.
  • NVIDIA made up 0.1% of Stone Summit Wealth's portfolio in Q1 2026, its #113 holding.
  • Stone Summit Wealth first reported a position in NVIDIA in Q2 2025 and has held it in 4 quarters since.
  • Stone Summit Wealth's NVIDIA position peaked at $428K in Q4 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.