SF
NVDA icon

Summit Financial’s NVIDIA NVDA Stock Holding History

Summit Financial’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 		$120M Buy
689,910
+56,146
+9% +$10.3M 1.53% 6
2025
Q4 		$118M Sell
633,764
-9,218
-1% -$1.72M 1.74% 6
2025
Q3 		$120M Buy
642,982
+40,132
+7% +$7M 1.83% 5
2025
Q2 		$95.3M Buy
602,850
+112,017
+23% +$14.1M 2.15% 6
2025
Q1 		$53.2M Buy
490,833
+65,641
+15% +$8.32M 1.49% 11
2024
Q4 		$57.1M Buy
425,192
+120,712
+40% +$16.6M 2% 6
2024
Q3 		$37M Buy
304,480
+3,931
+1% +$464K 1.45% 11
2024
Q2 		$37.1M Buy
300,549
+58,699
+24% +$5.93M 1.7% 10
2024
Q1 		$21.9M Sell
241,850
-35,470
-13% -$2.57M 1.29% 12
2023
Q4 		$13.7M Buy
277,320
+3,990
+1% +$185K 0.9% 14
2023
Q3 		$11.9M Buy
273,330
+35,260
+15% +$1.58M 0.88% 15
2023
Q2 		$10.1M Buy
238,070
+76,690
+48% +$2.55M 0.73% 17
2023
Q1 		$4.48M Buy
161,380
+5,130
+3% +$111K 0.39% 27
2022
Q4 		$2.28M Sell
156,250
-31,160
-17% -$457K 0.21% 49
2022
Q3 		$2.27M Buy
187,410
+30,280
+19% +$479K 0.22% 50
2022
Q2 		$2.38M Buy
157,130
+3,480
+2% +$65.7K 0.22% 49
2022
Q1 		$4.19M Buy
153,650
+54,030
+54% +$1.36M 0.33% 32
2021
Q4 		$2.93M Buy
99,620
+31,090
+45% +$855K 0.22% 44
2021
Q3 		$1.42M Buy
68,530
+28,850
+73% +$599K 0.12% 62
2021
Q2 		$794K Buy
+39,680
New +$636K 0.08% 64

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

Summit Financial's NVDA Position: Q1 2026 in Review

Summit Financial increased its NVIDIA (NVDA) stake by 8.9% in Q1 2026, buying an estimated $10.3M and bringing the position to 689,910 shares worth $120M. The position accounts for 1.53% of the portfolio, ranked #6.

Summit Financial first reported a position in NVDA in Q2 2021 and has held it in 20 quarters since. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Summit Financial held 689,910 shares of NVIDIA worth $120M as of Q1 2026.
  • Summit Financial bought 56,146 NVIDIA shares in Q1 2026, an estimated $10.3M.
  • NVIDIA made up 1.53% of Summit Financial's portfolio in Q1 2026, its #6 holding.
  • Summit Financial first reported a position in NVIDIA in Q2 2021 and has held it in 20 quarters since.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.