Erste Asset Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $674M | Buy |
3,446,949
+302,648
| +10% | +$62.2M | 5.24% | 1 |
|
|
2026
Q1 | $524M | Buy |
3,144,301
+102,381
| +3% | +$18.8M | 4.86% | 1 |
|
|
2025
Q4 | $572M | Buy |
3,041,920
+253,947
| +9% | +$47.3M | 4.81% | 1 |
|
|
2025
Q3 | $507M | Sell |
2,787,973
-1,385,806
| -33% | -$242M | 4.9% | 1 |
|
|
2025
Q2 | $657M | Buy |
4,173,779
+1,111,442
| +36% | +$140M | 5.53% | 1 |
|
|
2025
Q1 | $336M | Buy |
3,062,337
+95,424
| +3% | +$12.1M | 4.31% | 1 |
|
|
2024
Q4 | $408M | Sell |
2,966,913
-166,051
| -5% | -$22.9M | 5% | 1 |
|
|
2024
Q3 | $381M | Buy |
3,132,964
+551,133
| +21% | +$65.1M | 4.57% | 1 |
|
|
2024
Q2 | $321M | Sell |
2,581,831
-371,519
| -13% | -$37.6M | 4.25% | 2 |
|
|
2024
Q1 | $267M | Sell |
2,953,350
-583,460
| -16% | -$42.3M | 3.64% | 2 |
|
|
2023
Q4 | $175M | Buy |
3,536,810
+216,020
| +7% | +$10M | 2.57% | 3 |
|
|
2023
Q3 | $143M | Buy |
3,320,790
+330,020
| +11% | +$14.8M | 2.46% | 4 |
|
|
2023
Q2 | $122M | Sell |
2,990,770
-271,310
| -8% | -$9.01M | 2.16% | 4 |
|
|
2023
Q1 | $89.1M | Sell |
3,262,080
-721,990
| -18% | -$15.6M | 1.71% | 5 |
|
|
2022
Q4 | $57.9M | Buy |
3,984,070
+549,160
| +16% | +$8.05M | 1.22% | 8 |
|
|
2022
Q3 | $42.3M | Sell |
3,434,910
-846,700
| -20% | -$13.4M | 0.95% | 19 |
|
|
2022
Q2 | $66.8M | Buy |
4,281,610
+269,680
| +7% | +$5.09M | 1.49% | 5 |
|
|
2022
Q1 | $112M | Buy |
4,011,930
+401,190
| +11% | +$10.1M | 2.13% | 4 |
|
|
2021
Q4 | $108M | Sell |
3,610,740
-856,060
| -19% | -$23.6M | 1.95% | 4 |
|
|
2021
Q3 | $91.8M | Buy |
4,466,800
+645,280
| +17% | +$13.4M | 1.82% | 4 |
|
|
2021
Q2 | $76.5M | Buy |
3,821,520
+166,400
| +5% | +$2.67M | 1.52% | 6 |
|
|
2021
Q1 | $47.1M | Buy |
3,655,120
+1,216,200
| +50% | +$16.3M | 1.15% | 17 |
|
|
2020
Q4 | $31.5M | Buy |
2,438,920
+124,920
| +5% | +$1.67M | 0.87% | 25 |
|
|
2020
Q3 | $30.5M | Buy |
2,314,000
+306,160
| +15% | +$3.56M | 1.04% | 18 |
|
|
2020
Q2 | $18.5M | Buy |
2,007,840
+149,240
| +8% | +$1.21M | 0.74% | 41 |
|
|
2020
Q1 | $12.3M | Sell |
1,858,600
-408,160
| -18% | -$2.58M | 0.71% | 37 |
|
|
2019
Q4 | $13.4M | Buy |
2,266,760
+667,960
| +42% | +$3.47M | 0.59% | 45 |
|
|
2019
Q3 | $6.87M | Buy |
1,598,800
+760,000
| +91% | +$3.2M | 0.37% | 70 |
|
|
2019
Q2 | $3.42M | Buy |
838,800
+4,800
| +0.6% | +$19.9K | 0.18% | 131 |
|
|
2019
Q1 | $3.7M | Sell |
834,000
-146,400
| -15% | -$568K | 0.21% | 120 |
|
|
2018
Q4 | $3.21M | Buy |
+980,400
| New | +$4.69M | 0.22% | 118 |
|
Other funds holding NVDA
DACG
ECSS
Erste Asset Management's NVDA Position: Q2 2026 in Review
Erste Asset Management increased its NVIDIA (NVDA) stake by 9.6% in Q2 2026, buying an estimated $62.2M and bringing the position to 3,446,949 shares worth $674M. The position accounts for 5.24% of the portfolio, ranked #1.
Erste Asset Management first reported a position in NVDA in Q4 2018 and has held it in 31 quarters since. 2,757 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.
- Erste Asset Management held 3,446,949 shares of NVIDIA worth $674M as of Q2 2026.
- Erste Asset Management bought 302,648 NVIDIA shares in Q2 2026, an estimated $62.2M.
- NVIDIA made up 5.24% of Erste Asset Management's portfolio in Q2 2026, its #1 holding.
- Erste Asset Management first reported a position in NVIDIA in Q4 2018 and has held it in 31 quarters since.
- 2,757 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.
Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.