NVDA NVIDIA CORPORATION COM

Ownership history in Summit Financial, LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in NVIDIA CORPORATION COM (NVDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.15% (2025 Q2)
Avg. % of fund
0.95%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 633,764 -9,218 -1.4% 1.74% $118.2M $186.49
2025 Q3 ADDED 642,982 +40,132 +6.7% 1.83% $120.0M $186.56
2025 Q2 ADDED 602,850 +112,017 +22.8% 2.15% $95.3M $157.96
2025 Q1 ADDED 490,833 +65,641 +15.4% 1.49% $53.2M $108.35
2024 Q4 ADDED 425,192 +120,712 +39.6% 2.00% $57.1M $134.25
2024 Q3 ADDED 304,480 +3,931 +1.3% 1.45% $37.0M $121.39
2024 Q2 ADDED 300,549 +276,364 +1142.7% 1.70% $37.1M $123.48
2024 Q1 REDUCED 24,185 -3,547 -12.8% 1.29% $21.9M $90.31
2023 Q4 ADDED 27,732 +399 +1.5% 0.90% $13.7M $49.49
2023 Q3 ADDED 27,333 +3,526 +14.8% 0.88% $11.9M $43.47
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NVDA price (monthly, adj. close)
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