Summit Trail Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $146M | Buy |
835,005
+247,628
| +42% | +$45.4M | 2.09% | 7 |
|
|
2025
Q4 | $110M | Sell |
587,377
-61,839
| -10% | -$11.5M | 1.89% | 8 |
|
|
2025
Q3 | $121M | Buy |
649,216
+60,798
| +10% | +$10.6M | 1.67% | 10 |
|
|
2025
Q2 | $93M | Buy |
588,418
+170,282
| +41% | +$21.4M | 1.6% | 10 |
|
|
2025
Q1 | $45.3M | Buy |
418,136
+105,959
| +34% | +$13.4M | 1.5% | 8 |
|
|
2024
Q4 | $41.9M | Buy |
312,177
+102,182
| +49% | +$14.1M | 1.55% | 9 |
|
|
2024
Q3 | $25.5M | Buy |
209,995
+39,049
| +23% | +$4.61M | 0.63% | 23 |
|
|
2024
Q2 | $21.1M | Sell |
170,946
-12,214
| -7% | -$1.23M | 0.56% | 26 |
|
|
2024
Q1 | $16.5M | Buy |
183,160
+2,780
| +2% | +$201K | 0.44% | 30 |
|
|
2023
Q4 | $8.93M | Buy |
180,380
+12,310
| +7% | +$570K | 0.3% | 41 |
|
|
2023
Q3 | $7.31M | Sell |
168,070
-26,010
| -13% | -$1.17M | 0.27% | 40 |
|
|
2023
Q2 | $8.21M | Buy |
194,080
+18,640
| +11% | +$619K | 0.31% | 39 |
|
|
2023
Q1 | $4.87M | Buy |
175,440
+29,600
| +20% | +$641K | 0.2% | 52 |
|
|
2022
Q4 | $2.13M | Buy |
145,840
+17,070
| +13% | +$250K | 0.09% | 72 |
|
|
2022
Q3 | $1.56M | Sell |
128,770
-10,990
| -8% | -$174K | 0.08% | 84 |
|
|
2022
Q2 | $2.12M | Sell |
139,760
-3,840
| -3% | -$72.5K | 0.13% | 76 |
|
|
2022
Q1 | $3.92M | Buy |
143,600
+25,660
| +22% | +$644K | 0.32% | 49 |
|
|
2021
Q4 | $3.47M | Buy |
117,940
+5,890
| +5% | +$162K | 0.22% | 67 |
|
|
2021
Q3 | $2.32M | Buy |
112,050
+9,650
| +9% | +$200K | 0.17% | 73 |
|
|
2021
Q2 | $2.05M | Sell |
102,400
-880
| -0.9% | -$14.1K | 0.18% | 67 |
|
|
2021
Q1 | $1.38M | Sell |
103,280
-1,160
| -1% | -$15.6K | 0.15% | 71 |
|
|
2020
Q4 | $1.36M | Sell |
104,440
-69,680
| -40% | -$933K | 0.17% | 60 |
|
|
2020
Q3 | $2.34M | Buy |
174,120
+74,640
| +75% | +$868K | 0.45% | 29 |
|
|
2020
Q2 | $945K | Buy |
99,480
+44,200
| +80% | +$358K | 0.18% | 54 |
|
|
2020
Q1 | $364K | Buy |
+55,280
| New | +$349K | 0.1% | 84 |
|
|
2018
Q4 | – | Sell |
-66,480
| Closed | -$467K | – | 191 |
|
|
2018
Q3 | $467K | Buy |
66,480
+50,480
| +316% | +$328K | 0.1% | 108 |
|
|
2018
Q2 | $95K | Sell |
16,000
-105,880
| -87% | -$643K | 0.03% | 222 |
|
|
2018
Q1 | $757K | Sell |
121,880
-2,840
| -2% | -$16.7K | 0.13% | 161 |
|
|
2017
Q4 | $725K | Buy |
+124,720
| New | +$619K | 0.09% | 182 |
|
Other funds holding NVDA
VCM
VPM
Summit Trail Advisors's NVDA Position: Q1 2026 in Review
Summit Trail Advisors increased its NVIDIA (NVDA) stake by 42% in Q1 2026, buying an estimated $45.4M and bringing the position to 835,005 shares worth $146M. The position accounts for 2.09% of the portfolio, ranked #7.
Summit Trail Advisors first reported a position in NVDA in Q4 2017 and has held it in 29 quarters since. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.
- Summit Trail Advisors held 835,005 shares of NVIDIA worth $146M as of Q1 2026.
- Summit Trail Advisors bought 247,628 NVIDIA shares in Q1 2026, an estimated $45.4M.
- NVIDIA made up 2.09% of Summit Trail Advisors's portfolio in Q1 2026, its #7 holding.
- Summit Trail Advisors first reported a position in NVIDIA in Q4 2017 and has held it in 29 quarters since.
- 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.
Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.