MGP
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M&G plc’s NVIDIA NVDA Stock Holding History

M&G plc’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 		$281M Sell
1,406,203
-53,992
-4% -$11.1M 1.4% 17
2026
Q1 		$254M Buy
1,460,195
+45,890
+3% +$8.42M 1.31% 18
2025
Q4 		$264M Sell
1,414,305
-57,955
-4% -$10.8M 1.36% 18
2025
Q3 		$275M Buy
1,472,260
+380,753
+35% +$66.4M 1.46% 13
2025
Q2 		$172M Buy
1,091,507
+700,043
+179% +$88.1M 0.95% 31
2025
Q1 		$42.3M Sell
391,464
-36,933
-9% -$4.68M 0.2% 85
2024
Q4 		$57.4M Buy
428,397
+42,838
+11% +$5.9M 0.35% 70
2024
Q3 		$46.7M Buy
385,559
+135,980
+54% +$16.1M 0.17% 98
2024
Q2 		$30.9M Buy
249,579
+18,539
+8% +$1.87M 0.12% 109
2024
Q1 		$20.9M Buy
+231,040
New +$16.7M 0.08% 125

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

M&G plc's NVDA Position: Q2 2026 in Review

M&G plc reduced its NVIDIA (NVDA) stake by 3.7% in Q2 2026, selling an estimated $11.1M and leaving 1,406,203 shares worth $281M. The position accounts for 1.4% of the portfolio, ranked #17.

M&G plc first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • M&G plc held 1,406,203 shares of NVIDIA worth $281M as of Q2 2026.
  • M&G plc sold 53,992 NVIDIA shares in Q2 2026, an estimated $11.1M.
  • NVIDIA made up 1.4% of M&G plc's portfolio in Q2 2026, its #17 holding.
  • M&G plc first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on M&G plc's 13F filing for Q2 2026, filed 6 Aug 2026.