Summit Securities Group
NVDA icon

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
2025
Q4 		– Sell
-6,000
Closed -$1.12M – 1175
2025
Q3 		$1.12M Buy
+6,000
New +$1.05M 0.23% 96
2024
Q4 		– Sell
-7,100
Closed -$862K – 826
2024
Q3 		$862K Sell
7,100
-42,900
-86% -$5.07M 0.23% 64
2024
Q2 		$6.18M Buy
+50,000
New +$5.06M 1.17% 17
2023
Q4 		– Sell
-10,000
Closed -$435K – 828
2023
Q3 		$435K Sell
10,000
-31,000
-76% -$1.39M 0.04% 133
2023
Q2 		$1.73M Buy
+41,000
New +$1.36M 0.23% 68
2023
Q1 		– Sell
-1,750,000
Closed -$25.6M – 1137
2022
Q4 		$25.6M Buy
1,750,000
+650,000
+59% +$9.5M 0.96% 21
2022
Q3 		$13.4M Sell
1,100,000
-200,000
-15% -$3.16M 1% 24
2022
Q2 		$19.7M Buy
+1,300,000
New +$24.5M 2.45% 8
2021
Q3 		– Sell
-400
Closed -$800K – 838
2021
Q2 		$800K Buy
+400
New +$6.41K 0.07% 296
2021
Q1 		– Sell
-2,840
Closed -$3.71M – 715
2020
Q4 		$3.71M Hold
2,840
– – 0.31% 80
2020
Q3 		$3.84M Buy
2,840
+1,840
+184% +$21.4K 0.4% 50
2020
Q2 		$950K Buy
+1,000
New +$8.09K 0.12% 157
2019
Q4 		– Sell
-1,600
Closed -$696K – 490
2019
Q3 		$696K Buy
+1,600
New +$6.73K 0.06% 163
2019
Q2 		– Sell
-19,560
Closed -$8.78M – 375
2019
Q1 		$8.78M Buy
+19,560
New +$75.9K 1.6% 14

Other funds holding NVDA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Summit Securities Group's NVDA Position: Q3 2026 in Review

Summit Securities Group reduced its NVIDIA (NVDA) stake by 89% in Q3 2026, selling an estimated $19.3M and leaving 11,100 shares worth $2.54M. The position accounts for 0.24% of the portfolio, ranked #57.

Summit Securities Group first reported a position in NVDA in Q4 2013 and has held it in 26 quarters since. The position peaked at $21.9M in Q1 2026. 5,269 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Summit Securities Group held 11,100 shares of NVIDIA worth $2.54M as of Q3 2026.
  • Summit Securities Group sold 89,825 NVIDIA shares in Q3 2026, an estimated $19.3M.
  • NVIDIA made up 0.24% of Summit Securities Group's portfolio in Q3 2026, its #57 holding.
  • Summit Securities Group first reported a position in NVIDIA in Q4 2013 and has held it in 26 quarters since.
  • Summit Securities Group's NVIDIA position peaked at $21.9M in Q1 2026.
  • 5,269 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.