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Summit Wealth Group (Colorado)’s NVIDIA NVDA Stock Holding History

Summit Wealth Group (Colorado)’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 		$15.3M Buy
87,949
+19,560
+29% +$3.59M 1.61% 12
2025
Q4 		$12.8M Buy
+68,389
New +$12.7M 1.69% 11
2025
Q3 		– Sell
-63,833
Closed -$10.1M – 399
2025
Q2 		$10.1M Buy
+63,833
New +$8.03M 2.53% 6

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 Wealth Group (Colorado)'s NVDA Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its NVIDIA (NVDA) stake by 29% in Q1 2026, buying an estimated $3.59M and bringing the position to 87,949 shares worth $15.3M. The position accounts for 1.61% of the portfolio, ranked #12.

Summit Wealth Group (Colorado) first reported a position in NVDA in Q2 2025 and has held it in 3 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Summit Wealth Group (Colorado) held 87,949 shares of NVIDIA worth $15.3M as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 19,560 NVIDIA shares in Q1 2026, an estimated $3.59M.
  • NVIDIA made up 1.61% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #12 holding.
  • Summit Wealth Group (Colorado) first reported a position in NVIDIA in Q2 2025 and has held it in 3 quarters since.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.