Summit Wealth & Retirement Planning
NVDA icon

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
Q3 		$2.69M Buy
11,762
+1,330
+13% +$285K 0.54% 28
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% -$8.72K 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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Summit Wealth & Retirement Planning's NVDA Position: Q3 2026 in Review

Summit Wealth & Retirement Planning increased its NVIDIA (NVDA) stake by 13% in Q3 2026, buying an estimated $285K and bringing the position to 11,762 shares worth $2.69M. The position accounts for 0.54% of the portfolio, ranked #28.

Summit Wealth & Retirement Planning first reported a position in NVDA in Q4 2022 and has held it in 16 quarters since. 4,725 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Summit Wealth & Retirement Planning held 11,762 shares of NVIDIA worth $2.69M as of Q3 2026.
  • Summit Wealth & Retirement Planning bought 1,330 NVIDIA shares in Q3 2026, an estimated $285K.
  • NVIDIA made up 0.54% of Summit Wealth & Retirement Planning's portfolio in Q3 2026, its #28 holding.
  • Summit Wealth & Retirement Planning first reported a position in NVIDIA in Q4 2022 and has held it in 16 quarters since.
  • 4,725 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2026, filed 12 Nov 2026.