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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stone Summit Wealth's NVDA Position: Q2 2026 in Review

Stone Summit Wealth increased its NVIDIA (NVDA) stake by 10% in Q2 2026, buying an estimated $42.8K and bringing the position to 2,230 shares worth $446K. The position accounts for 0.11% of the portfolio, ranked #105.

Stone Summit Wealth first reported a position in NVDA in Q2 2025 and has held it in 5 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Stone Summit Wealth held 2,230 shares of NVIDIA worth $446K as of Q2 2026.
  • Stone Summit Wealth bought 208 NVIDIA shares in Q2 2026, an estimated $42.8K.
  • NVIDIA made up 0.11% of Stone Summit Wealth's portfolio in Q2 2026, its #105 holding.
  • Stone Summit Wealth first reported a position in NVIDIA in Q2 2025 and has held it in 5 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.