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Summit Investment Advisors’s NVIDIA NVDA Stock Holding History

Summit Investment 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
2025
Q2 		$916K Buy
5,270
+102
+2% +$12.8K 0.75% 31
2025
Q1 		$587K Sell
5,168
-129
-2% -$16.4K 0.52% 35
2024
Q4 		$717K Buy
+5,297
New +$730K 0.64% 28

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Investment Advisors's NVDA Position: Q2 2025 in Review

Summit Investment Advisors increased its NVIDIA (NVDA) stake by 2% in Q2 2025, buying an estimated $12.8K and bringing the position to 5,270 shares worth $916K. The position accounts for 0.75% of the portfolio, ranked #31.

Summit Investment Advisors first reported a position in NVDA in Q4 2024 and has held it in 3 quarters since. 5,295 funds tracked by Wall St. Rank hold NVDA as of Q2 2025.

  • Summit Investment Advisors held 5,270 shares of NVIDIA worth $916K as of Q2 2025.
  • Summit Investment Advisors bought 102 NVIDIA shares in Q2 2025, an estimated $12.8K.
  • NVIDIA made up 0.75% of Summit Investment Advisors's portfolio in Q2 2025, its #31 holding.
  • Summit Investment Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 3 quarters since.
  • 5,295 funds tracked by Wall St. Rank held NVIDIA as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.