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Summit Financial Strategies’s NVIDIA NVDA Stock Holding History

Summit Financial Strategies’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 		$2.54M Buy
12,703
+70
+0.6% +$14.4K 0.18% 46
2026
Q1 		$2.2M Buy
12,633
+133
+1% +$24.4K 0.17% 47
2025
Q4 		$2.33M Buy
12,500
+637
+5% +$119K 0.19% 45
2025
Q3 		$2.21M Buy
11,863
+226
+2% +$39.4K 0.19% 44
2025
Q2 		$1.84M Buy
11,637
+69
+0.6% +$8.68K 0.17% 45
2025
Q1 		$1.25M Sell
11,568
-582
-5% -$73.8K 0.13% 52
2024
Q4 		$1.63M Sell
12,150
-269
-2% -$37.1K 0.18% 47
2024
Q3 		$1.51M Sell
12,419
-185
-1% -$21.9K 0.17% 45
2024
Q2 		$1.56M Sell
12,604
-3,366
-21% -$340K 0.19% 41
2024
Q1 		$1.44M Buy
15,970
+7,240
+83% +$525K 0.2% 41
2023
Q4 		$432K Sell
8,730
-4,550
-34% -$211K 0.07% 81
2023
Q3 		$578K Buy
13,280
+3,300
+33% +$148K 0.11% 62
2023
Q2 		$422K Sell
9,980
-80
-0.8% -$2.66K 0.08% 76
2023
Q1 		$279K Buy
+10,060
New +$218K 0.06% 98
2022
Q2 		– Sell
-8,710
Closed -$238K – 126
2022
Q1 		$238K Sell
8,710
-290
-3% -$7.27K 0.05% 101
2021
Q4 		$265K Buy
+9,000
New +$248K 0.05% 100

Other funds holding NVDA

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Summit Financial Strategies's NVDA Position: Q2 2026 in Review

Summit Financial Strategies increased its NVIDIA (NVDA) stake by 0.55% in Q2 2026, buying an estimated $14.4K and bringing the position to 12,703 shares worth $2.54M. The position accounts for 0.18% of the portfolio, ranked #46.

Summit Financial Strategies first reported a position in NVDA in Q4 2021 and has held it in 16 quarters since. 3,226 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Summit Financial Strategies held 12,703 shares of NVIDIA worth $2.54M as of Q2 2026.
  • Summit Financial Strategies bought 70 NVIDIA shares in Q2 2026, an estimated $14.4K.
  • NVIDIA made up 0.18% of Summit Financial Strategies's portfolio in Q2 2026, its #46 holding.
  • Summit Financial Strategies first reported a position in NVIDIA in Q4 2021 and has held it in 16 quarters since.
  • 3,226 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.