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Summit Wealth & Retirement Planning’s NVIDIA NVDA Stock Holding History

Summit Wealth & Retirement Planning’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 		$2.09M Sell
10,432
-297
-3% -$61.1K 0.44% 34
2026
Q1 		$1.87M Sell
10,729
-565
-5% -$104K 0.45% 32
2025
Q4 		$2.11M Buy
11,294
+173
+2% +$32.2K 0.5% 28
2025
Q3 		$2.07M Sell
11,121
-50
-0.4% -$8.71K 0.51% 27
2025
Q2 		$1.76M Buy
11,171
+177
+2% +$22.3K 0.47% 28
2025
Q1 		$1.19M Buy
10,994
+772
+8% +$97.8K 0.37% 28
2024
Q4 		$1.37M Buy
10,222
+714
+8% +$98.4K 0.42% 23
2024
Q3 		$1.15M Sell
9,508
-1,638
-15% -$193K 0.37% 24
2024
Q2 		$1.38M Sell
11,146
-284
-2% -$28.7K 0.47% 22
2024
Q1 		$1.03M Sell
11,430
-1,070
-9% -$77.6K 0.37% 24
2023
Q4 		$619K Sell
12,500
-240
-2% -$11.1K 0.26% 30
2023
Q3 		$554K Sell
12,740
-1,500
-11% -$67.2K 0.22% 34
2023
Q2 		$602K Sell
14,240
-15,880
-53% -$527K 0.24% 33
2023
Q1 		$837K Sell
30,120
-10,450
-26% -$226K 0.31% 36
2022
Q4 		$593K Buy
+40,570
New +$595K 0.24% 52

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Wealth & Retirement Planning's NVDA Position: Q2 2026 in Review

Summit Wealth & Retirement Planning reduced its NVIDIA (NVDA) stake by 2.8% in Q2 2026, selling an estimated $61.1K and leaving 10,432 shares worth $2.09M. The position accounts for 0.44% of the portfolio, ranked #34.

Summit Wealth & Retirement Planning first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.11M in Q4 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Summit Wealth & Retirement Planning held 10,432 shares of NVIDIA worth $2.09M as of Q2 2026.
  • Summit Wealth & Retirement Planning sold 297 NVIDIA shares in Q2 2026, an estimated $61.1K.
  • NVIDIA made up 0.44% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #34 holding.
  • Summit Wealth & Retirement Planning first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
  • Summit Wealth & Retirement Planning's NVIDIA position peaked at $2.11M in Q4 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.