SGI
NVDA icon

Summit Global Investments’s NVIDIA NVDA Stock Holding History

Summit Global Investments’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 		$27.6M Buy
158,002
+12,395
+9% +$2.27M 1.63% 8
2025
Q4 		$27.2M Buy
145,607
+113,373
+352% +$21.1M 1.61% 10
2025
Q3 		$6.01M Buy
32,234
+436
+1% +$76K 0.35% 48
2025
Q2 		$5.02M Buy
31,798
+11,383
+56% +$1.43M 0.3% 58
2025
Q1 		$2.21M Sell
20,415
-105,861
-84% -$13.4M 0.16% 81
2024
Q4 		$17M Sell
126,276
-25,204
-17% -$3.47M 1.06% 13
2024
Q3 		$18.4M Sell
151,480
-85,055
-36% -$10M 1.17% 12
2024
Q2 		$29.2M Buy
236,535
+64,195
+37% +$6.49M 1.97% 6
2024
Q1 		$15.6M Sell
172,340
-25,030
-13% -$1.81M 1.16% 18
2023
Q4 		$9.77M Sell
197,370
-30,570
-13% -$1.42M 0.64% 32
2023
Q3 		$9.91M Buy
227,940
+42,160
+23% +$1.89M 0.66% 35
2023
Q2 		$7.86M Buy
185,780
+139,330
+300% +$4.63M 0.52% 48
2023
Q1 		$1.29M Buy
46,450
+12,550
+37% +$272K 0.1% 192
2022
Q4 		$495K Sell
33,900
-4,060
-11% -$59.5K 0.04% 310
2022
Q3 		$461K Sell
37,960
-43,450
-53% -$687K 0.04% 327
2022
Q2 		$1.23M Buy
81,410
+47,450
+140% +$896K 0.11% 192
2022
Q1 		$927K Buy
33,960
+16,350
+93% +$410K 0.07% 249
2021
Q4 		$518K Buy
17,610
+5,250
+42% +$144K 0.03% 347
2021
Q3 		$256K Buy
+12,360
New +$257K 0.02% 415

Other funds holding NVDA

BlackRock
BlackRock New York $5.7T 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 $1.47T 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return