Mawer Investment Management
NVDA icon

Mawer Investment Management’s NVIDIA NVDA Stock Holding History

Mawer Investment Management’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 		$616M Buy
3,078,576
+2,127,064
+224% +$437M 4.19% 5
2026
Q1 		$166M Buy
951,512
+594,584
+167% +$109M 1.07% 28
2025
Q4 		$66.6M Buy
356,928
+300,038
+527% +$55.8M 0.37% 57
2025
Q3 		$10.6M Buy
56,890
+54,890
+2,745% +$9.57M 0.06% 97
2025
Q2 		$316K Hold
2,000
– – ﹤0.01% 109
2025
Q1 		$217K Hold
2,000
– – ﹤0.01% 105
2024
Q4 		$269K Buy
+2,000
New +$276K ﹤0.01% 99

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

Mawer Investment Management's NVDA Position: Q2 2026 in Review

Mawer Investment Management increased its NVIDIA (NVDA) stake by 224% in Q2 2026, buying an estimated $437M and bringing the position to 3,078,576 shares worth $616M. The position accounts for 4.19% of the portfolio, ranked #5.

Mawer Investment Management first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Mawer Investment Management held 3,078,576 shares of NVIDIA worth $616M as of Q2 2026.
  • Mawer Investment Management bought 2,127,064 NVIDIA shares in Q2 2026, an estimated $437M.
  • NVIDIA made up 4.19% of Mawer Investment Management's portfolio in Q2 2026, its #5 holding.
  • Mawer Investment Management first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.