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Summit Wealth Partners’s NVIDIA NVDA Stock Holding History

Summit Wealth Partners’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
Q2 		$11.8M Buy
58,946
+1,088
+2% +$224K 1.68% 16
2026
Q1 		$10.1M Buy
57,858
+50,001
+636% +$9.17M 1.6% 16
2025
Q4 		$1.47M Sell
7,857
-6,345
-45% -$1.18M 0.27% 65
2025
Q3 		$2.65M Sell
14,202
-16
-0.1% -$2.79K 0.48% 45
2025
Q2 		$2.25M Sell
14,218
-978
-6% -$123K 0.43% 49
2025
Q1 		$1.65M Buy
15,196
+934
+7% +$118K 0.33% 60
2024
Q4 		$1.92M Sell
14,262
-4,597
-24% -$634K 0.39% 51
2024
Q3 		$2.29M Buy
18,859
+200
+1% +$23.6K 0.44% 46
2024
Q2 		$2.31M Sell
18,659
-4,751
-20% -$480K 0.48% 41
2024
Q1 		$2.12M Sell
23,410
-240
-1% -$17.4K 0.45% 41
2023
Q4 		$1.17M Buy
23,650
+4,050
+21% +$188K 0.27% 63
2023
Q3 		$853K Buy
19,600
+5,530
+39% +$248K 0.22% 72
2023
Q2 		$595K Buy
14,070
+2,440
+21% +$81K 0.15% 95
2023
Q1 		$323K Buy
+11,630
New +$252K 0.08% 139
2022
Q2 		– Sell
-15,880
Closed -$433K – 178
2022
Q1 		$433K Sell
15,880
-3,240
-17% -$81.3K 0.1% 106
2021
Q4 		$562K Buy
19,120
+240
+1% +$6.6K 0.12% 86
2021
Q3 		$391K Buy
18,880
+2,120
+13% +$44K 0.09% 103
2021
Q2 		$335K Hold
16,760
– – 0.08% 114
2021
Q1 		$224K Buy
+16,760
New +$225K 0.06% 140
2020
Q3 		– Sell
-24,080
Closed -$229K – 154
2020
Q2 		$229K Buy
+24,080
New +$195K 0.07% 131

Other funds holding NVDA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

Summit Wealth Partners's NVDA Position: Q2 2026 in Review

Summit Wealth Partners increased its NVIDIA (NVDA) stake by 1.9% in Q2 2026, buying an estimated $224K and bringing the position to 58,946 shares worth $11.8M. The position accounts for 1.68% of the portfolio, ranked #16.

Summit Wealth Partners first reported a position in NVDA in Q2 2020 and has held it in 20 quarters since. 3,072 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Summit Wealth Partners held 58,946 shares of NVIDIA worth $11.8M as of Q2 2026.
  • Summit Wealth Partners bought 1,088 NVIDIA shares in Q2 2026, an estimated $224K.
  • NVIDIA made up 1.68% of Summit Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • Summit Wealth Partners first reported a position in NVIDIA in Q2 2020 and has held it in 20 quarters since.
  • 3,072 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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