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Independent Franchise Partners’s Electronic Arts EA Stock Holding History

Independent Franchise Partners’s Portfolio EA Stock Details EA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,733,751
Closed -$551M – 28
2025
Q3 		$551M Sell
2,733,751
-681,378
-20% -$113M 3.63% 15
2025
Q2 		$545M Sell
3,415,129
-530,573
-13% -$78.5M 3.63% 17
2025
Q1 		$570M Buy
3,945,702
+88,767
+2% +$12M 4.07% 14
2024
Q4 		$564M Sell
3,856,935
-106,820
-3% -$16.4M 4.24% 15
2024
Q3 		$569M Sell
3,963,755
-88,558
-2% -$12.8M 5.01% 13
2024
Q2 		$565M Sell
4,052,313
-129,883
-3% -$17.1M 5.2% 10
2024
Q1 		$555M Sell
4,182,196
-112,729
-3% -$15.5M 4.59% 14
2023
Q4 		$588M Sell
4,294,925
-210,926
-5% -$27.9M 4.99% 9
2023
Q3 		$543M Sell
4,505,851
-30,369
-0.7% -$3.82M 4.7% 13
2023
Q2 		$588M Buy
4,536,220
+8,928
+0.2% +$1.13M 4.92% 12
2023
Q1 		$545M Buy
4,527,292
+65,742
+1% +$7.72M 4.91% 10
2022
Q4 		$545M Sell
4,461,550
-81,943
-2% -$10.3M 5.34% 6
2022
Q3 		$526M Sell
4,543,493
-129,308
-3% -$16.4M 5.53% 4
2022
Q2 		$568M Sell
4,672,801
-155,252
-3% -$19.8M 5.34% 6
2022
Q1 		$611M Buy
4,828,053
+1,549,394
+47% +$202M 4.82% 11
2021
Q4 		$432M Sell
3,278,659
-55,900
-2% -$7.52M 3.4% 16
2021
Q3 		$474M Sell
3,334,559
-265,418
-7% -$37.3M 3.73% 15
2021
Q2 		$518M Sell
3,599,977
-1,236
-0% -$175K 3.86% 16
2021
Q1 		$487M Buy
3,601,213
+48,370
+1% +$6.7M 3.88% 16
2020
Q4 		$510M Buy
3,552,843
+49,573
+1% +$6.39M 4.38% 12
2020
Q3 		$457M Sell
3,503,270
-886,749
-20% -$121M 4.53% 12
2020
Q2 		$580M Buy
4,390,019
+38,754
+0.9% +$4.58M 5.89% 6
2020
Q1 		$436M Sell
4,351,265
-90,598
-2% -$9.53M 5.37% 7
2019
Q4 		$478M Buy
4,441,863
+1,143,732
+35% +$114M 4.79% 10
2019
Q3 		$323M Sell
3,298,131
-123,430
-4% -$11.6M 3.29% 16
2019
Q2 		$346M Buy
3,421,561
+894,736
+35% +$85.2M 3.57% 15
2019
Q1 		$257M Buy
+2,526,825
New +$240M 2.9% 16

Other funds holding EA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Independent Franchise Partners's EA Position: Q4 2025 in Review

Independent Franchise Partners sold out of Electronic Arts (EA) in Q4 2025, closing a stake of 2,733,751 shares — an estimated $551M sold.

Independent Franchise Partners first reported a position in EA in Q1 2019 and held it in 27 quarters. The position peaked at $611M in Q1 2022. 1,073 funds tracked by Wall St. Rank hold EA as of Q4 2025.

  • Independent Franchise Partners reported no remaining Electronic Arts position as of Q4 2025 after selling out during the quarter.
  • Independent Franchise Partners sold 2,733,751 Electronic Arts shares in Q4 2025, an estimated $551M.
  • Independent Franchise Partners first reported a position in Electronic Arts in Q1 2019 and held it in 27 quarters.
  • Independent Franchise Partners's Electronic Arts position peaked at $611M in Q1 2022.
  • 1,073 funds tracked by Wall St. Rank held Electronic Arts as of Q4 2025.

Based on Independent Franchise Partners's 13F filing for Q4 2025, filed 17 Feb 2026.