Summit Financial Consulting
NVDA icon

Summit Financial Consulting’s NVIDIA NVDA Stock Holding History

Summit Financial Consulting’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 		$1.17M Buy
5,113
+3,727
+269% +$799K 0.86% 18
2026
Q2 		$277K Hold
1,386
– – 0.19% 40
2026
Q1 		$242K Buy
+1,386
New +$254K 0.17% 37

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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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Summit Financial Consulting's NVDA Position: Q3 2026 in Review

Summit Financial Consulting increased its NVIDIA (NVDA) stake by 269% in Q3 2026, buying an estimated $799K and bringing the position to 5,113 shares worth $1.17M. The position accounts for 0.86% of the portfolio, ranked #18.

Summit Financial Consulting first reported a position in NVDA in Q1 2026 and has held it in 3 quarters since. 1,673 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Summit Financial Consulting held 5,113 shares of NVIDIA worth $1.17M as of Q3 2026.
  • Summit Financial Consulting bought 3,727 NVIDIA shares in Q3 2026, an estimated $799K.
  • NVIDIA made up 0.86% of Summit Financial Consulting's portfolio in Q3 2026, its #18 holding.
  • Summit Financial Consulting first reported a position in NVIDIA in Q1 2026 and has held it in 3 quarters since.
  • 1,673 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.