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Summit Securities Group’s NVIDIA NVDA Stock Holding History

Summit Securities Group’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 		– Sell
-2,000
Closed -$373K – 1279
2025
Q4 		$373K Buy
+2,000
New +$372K 0.05% 237
2025
Q2 		– Sell
-2,000
Closed -$217K – 1317
2025
Q1 		$217K Buy
+2,000
New +$253K 0.03% 167
2024
Q4 		– Sell
-4,000
Closed -$486K – 825
2024
Q3 		$486K Buy
+4,000
New +$472K 0.13% 102
2024
Q1 		– Sell
-5,000
Closed -$248K – 763
2023
Q4 		$248K Buy
+5,000
New +$232K 0.02% 240
2023
Q1 		– Sell
-1,121,000
Closed -$16.4M – 1135
2022
Q4 		$16.4M Buy
1,121,000
+1,011,000
+919% +$14.8M 0.62% 40
2022
Q3 		$1.33M Sell
110,000
-514,000
-82% -$8.13M 0.1% 133
2022
Q2 		$9.46M Buy
+624,000
New +$11.8M 1.18% 16
2021
Q3 		– Sell
-400
Closed -$800K – 836
2021
Q2 		$800K Sell
400
-400
-50% -$6.41K 0.07% 295
2021
Q1 		$1.04M Sell
800
-1,720
-68% -$23.1K 0.11% 191
2020
Q4 		$3.29M Hold
2,520
– – 0.28% 98
2020
Q3 		$3.41M Buy
2,520
+480
+24% +$5.58K 0.36% 56
2020
Q2 		$1.94M Buy
+2,040
New +$16.5K 0.24% 87
2020
Q1 		– Sell
-18,240
Closed -$10.7M – 421
2019
Q4 		$10.7M Buy
18,240
+1,760
+11% +$9.15K 0.81% 29
2019
Q3 		$7.17M Buy
16,480
+15,520
+1,617% +$65.3K 0.64% 27
2019
Q2 		$394K Sell
960
-19,160
-95% -$79.4K 0.05% 235
2019
Q1 		$9.03M Sell
20,120
-34,400
-63% -$133K 1.65% 12
2018
Q4 		$18.2M Buy
+54,520
New +$261K 1.58% 10
2018
Q2 		– Sell
-1,000
Closed -$579K – 245
2018
Q1 		$579K Buy
+1,000
New +$5.87K 0.14% 81

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 Securities Group's NVDA Position: Q2 2026 in Review

Summit Securities Group reduced its NVIDIA (NVDA) stake by 20% in Q2 2026, selling an estimated $5.07M and leaving 100,925 shares worth $20.2M. The position accounts for 1.93% of the portfolio, ranked #11.

Summit Securities Group first reported a position in NVDA in Q4 2013 and has held it in 25 quarters since. The position peaked at $21.9M in Q1 2026. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Summit Securities Group held 100,925 shares of NVIDIA worth $20.2M as of Q2 2026.
  • Summit Securities Group sold 24,650 NVIDIA shares in Q2 2026, an estimated $5.07M.
  • NVIDIA made up 1.93% of Summit Securities Group's portfolio in Q2 2026, its #11 holding.
  • Summit Securities Group first reported a position in NVIDIA in Q4 2013 and has held it in 25 quarters since.
  • Summit Securities Group's NVIDIA position peaked at $21.9M in Q1 2026.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.