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Summit Financial Wealth Advisors’s NVIDIA NVDA Stock Holding History

Summit Financial Wealth Advisors’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 		$3.68M Buy
18,391
+4,007
+28% +$824K 0.47% 41
2026
Q1 		$2.51M Buy
14,384
+872
+6% +$160K 0.36% 46
2025
Q4 		$2.52M Sell
13,512
-142
-1% -$26.4K 0.36% 48
2025
Q3 		$2.56M Buy
13,654
+3,769
+38% +$657K 0.4% 45
2025
Q2 		$1.56M Buy
9,885
+3,750
+61% +$472K 0.28% 50
2025
Q1 		$665K Buy
6,135
+2,852
+87% +$361K 0.13% 79
2024
Q4 		$383K Sell
3,283
-154
-4% -$21.2K 0.07% 107
2024
Q3 		$417K Buy
3,437
+630
+22% +$74.4K 0.08% 98
2024
Q2 		$347K Buy
+2,807
New +$284K 0.07% 96
2018
Q4 		– Sell
-39,600
Closed -$233K – 143
2018
Q3 		$233K Sell
39,600
-59,680
-60% -$388K 0.07% 126
2018
Q2 		$575K Hold
99,280
– – 0.19% 81
2018
Q1 		$575K Buy
99,280
+8,840
+10% +$51.9K 0.19% 82
2017
Q4 		$438K Buy
90,440
+4,600
+5% +$22.8K 0.15% 90
2017
Q3 		$384K Sell
85,840
-13,080
-13% -$54.4K 0.14% 96
2017
Q2 		$357K Buy
98,920
+21,920
+28% +$69.6K 0.14% 103
2017
Q1 		$210K Buy
+77,000
New +$205K 0.09% 131

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Summit Financial Wealth Advisors's NVDA Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its NVIDIA (NVDA) stake by 28% in Q2 2026, buying an estimated $824K and bringing the position to 18,391 shares worth $3.68M. The position accounts for 0.47% of the portfolio, ranked #41.

Summit Financial Wealth Advisors first reported a position in NVDA in Q1 2017 and has held it in 16 quarters since. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Summit Financial Wealth Advisors held 18,391 shares of NVIDIA worth $3.68M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 4,007 NVIDIA shares in Q2 2026, an estimated $824K.
  • NVIDIA made up 0.47% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Summit Financial Wealth Advisors first reported a position in NVIDIA in Q1 2017 and has held it in 16 quarters since.
  • 1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.