Summit Wealth Group’s NVIDIA NVDA Stock Holding History

Summit Wealth 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	$4.71M	Buy	27,023 +1,665	+7%	+$305K	1.08%	24
2025 Q4	$4.73M	Buy	25,358 +1,840	+8%	+$342K	1.1%	24
2025 Q3	$4.39M	Hold	23,518	–	–	1.06%	24
2025 Q2	$3.72M	Sell	23,518 -182	-0.8%	-$22.9K	0.95%	26
2025 Q1	$2.57M	Buy	23,700 +296	+1%	+$37.5K	0.75%	27
2024 Q4	$3.14M	Sell	23,404 -4,846	-17%	-$668K	0.91%	26
2024 Q3	$3.43M	Hold	28,250	–	–	0.99%	26
2024 Q2	$3.49M	Buy	28,250 +21,360	+310%	+$2.16M	1.05%	23
2024 Q1	$623K	Buy	6,890 +2,400	+53%	+$174K	0.42%	24
2023 Q4	$222K	Buy	+4,490	New	+$208K	0.17%	36
2023 Q2	–	Sell	-1,024,970	Closed	–	–	198
2023 Q1	$0	Buy	+1,024,970	New	+$22.2M	﹤0.01%	227
2021 Q3	–	Sell	-4,200	Closed	-$84K	–	165
2021 Q2	$84K	Hold	4,200	–	–	0.12%	41
2021 Q1	$56K	Buy	+4,200	New	+$56.5K	0.09%	44

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Wealth Group's NVDA Position: Q1 2026 in Review

Summit Wealth Group increased its NVIDIA (NVDA) stake by 6.6% in Q1 2026, buying an estimated $305K and bringing the position to 27,023 shares worth $4.71M. The position accounts for 1.08% of the portfolio, ranked #24.

Summit Wealth Group first reported a position in NVDA in Q1 2021 and has held it in 13 quarters since. The position peaked at $4.73M in Q4 2025. 5,830 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Summit Wealth Group held 27,023 shares of NVIDIA worth $4.71M as of Q1 2026.
Summit Wealth Group bought 1,665 NVIDIA shares in Q1 2026, an estimated $305K.
NVIDIA made up 1.08% of Summit Wealth Group's portfolio in Q1 2026, its #24 holding.
Summit Wealth Group first reported a position in NVIDIA in Q1 2021 and has held it in 13 quarters since.
Summit Wealth Group's NVIDIA position peaked at $4.73M in Q4 2025.
5,830 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.