SIAS
NVDA icon

Summit Investment Advisory Services’s NVIDIA NVDA Stock Holding History

Summit Investment Advisory Services’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 		$943K Buy
4,712
+2,593
+122% +$533K 0.24% 34
2026
Q1 		$370K Buy
2,119
+19
+0.9% +$3.49K 0.14% 51
2025
Q4 		$392K Buy
2,100
+252
+14% +$46.9K 0.15% 50
2025
Q3 		$345K Hold
1,848
– – 0.14% 48
2025
Q2 		$292K Sell
1,848
-1,294
-41% -$163K 0.13% 52
2025
Q1 		$341K Buy
3,142
+1,434
+84% +$182K 0.17% 47
2024
Q4 		$229K Hold
1,708
– – 0.12% 65
2024
Q3 		$207K Sell
1,708
-5,030
-75% -$594K 0.11% 64
2024
Q2 		$832K Buy
6,738
+4,318
+178% +$437K 0.98% 21
2024
Q1 		$219K Buy
+2,420
New +$175K 0.13% 61

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Investment Advisory Services's NVDA Position: Q2 2026 in Review

Summit Investment Advisory Services increased its NVIDIA (NVDA) stake by 122% in Q2 2026, buying an estimated $533K and bringing the position to 4,712 shares worth $943K. The position accounts for 0.24% of the portfolio, ranked #34.

Summit Investment Advisory Services first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Summit Investment Advisory Services held 4,712 shares of NVIDIA worth $943K as of Q2 2026.
  • Summit Investment Advisory Services bought 2,593 NVIDIA shares in Q2 2026, an estimated $533K.
  • NVIDIA made up 0.24% of Summit Investment Advisory Services's portfolio in Q2 2026, its #34 holding.
  • Summit Investment Advisory Services first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.