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
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 $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 Investment Advisory Services's NVDA Position: Q1 2026 in Review

Summit Investment Advisory Services increased its NVIDIA (NVDA) stake by 0.9% in Q1 2026, buying an estimated $3.49K and bringing the position to 2,119 shares worth $370K. The position accounts for 0.14% of the portfolio, ranked #51.

Summit Investment Advisory Services first reported a position in NVDA in Q1 2024 and has held it in 9 quarters since. The position peaked at $832K in Q2 2024. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Summit Investment Advisory Services held 2,119 shares of NVIDIA worth $370K as of Q1 2026.
  • Summit Investment Advisory Services bought 19 NVIDIA shares in Q1 2026, an estimated $3.49K.
  • NVIDIA made up 0.14% of Summit Investment Advisory Services's portfolio in Q1 2026, its #51 holding.
  • Summit Investment Advisory Services first reported a position in NVIDIA in Q1 2024 and has held it in 9 quarters since.
  • Summit Investment Advisory Services's NVIDIA position peaked at $832K in Q2 2024.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.