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McDonald Partners’s Ambarella AMBA Stock Holding History

McDonald Partners’s Portfolio AMBA Stock Details AMBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.54M Sell
17,946
-125
-0.7% -$8.6K 0.37% 78
2026
Q1 		$938K Sell
18,071
-450
-2% -$28.1K 0.22% 107
2025
Q4 		$1.31M Sell
18,521
-575
-3% -$46.5K 0.41% 68
2025
Q3 		$1.58M Sell
19,096
-150
-0.8% -$10.9K 0.47% 58
2025
Q2 		$1.27M Sell
19,246
-200
-1% -$10.6K 0.3% 95
2025
Q1 		$979K Sell
19,446
-1,275
-6% -$87.3K 0.25% 109
2024
Q4 		$1.51M Hold
20,721
– – 0.39% 79
2024
Q3 		$1.17M Sell
20,721
-300
-1% -$16K 0.29% 100
2024
Q2 		$1.13M Buy
21,021
+50
+0.2% +$2.48K 0.3% 93
2024
Q1 		$1.06M Sell
20,971
-200
-0.9% -$10.9K 0.29% 94
2023
Q4 		$1.3M Buy
21,171
+400
+2% +$21.8K 0.39% 79
2023
Q3 		$1.1M Buy
20,771
+300
+1% +$21.1K 0.36% 82
2023
Q2 		$1.71M Buy
20,471
+400
+2% +$29.3K 0.52% 56
2023
Q1 		$1.55M Sell
20,071
-100
-0.5% -$8.56K 0.5% 56
2022
Q4 		$1.66M Buy
20,171
+25
+0.1% +$1.66K 0.57% 49
2022
Q3 		$1.13M Sell
20,146
-125
-0.6% -$9.26K 0.43% 69
2022
Q2 		$1.33M Buy
20,271
+100
+0.5% +$8.06K 0.34% 88
2022
Q1 		$2.12M Buy
+20,171
New +$2.57M 0.46% 61
2021
Q4 		– Sell
-20,246
Closed -$3.15M – 554
2021
Q3 		$3.15M Buy
20,246
+75
+0.4% +$8.62K 0.74% 35
2021
Q2 		$2.15M Buy
20,171
+100
+0.5% +$9.9K 0.51% 53
2021
Q1 		$2.02M Hold
20,071
– – 0.52% 54
2020
Q4 		$1.84M Buy
+20,071
New +$1.41M 0.52% 57

Other funds holding AMBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

McDonald Partners's AMBA Position: Q2 2026 in Review

McDonald Partners reduced its Ambarella (AMBA) stake by 0.69% in Q2 2026, selling an estimated $8.6K and leaving 17,946 shares worth $1.54M. The position accounts for 0.37% of the portfolio, ranked #78.

McDonald Partners first reported a position in AMBA in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.15M in Q3 2021. 342 funds tracked by Wall St. Rank hold AMBA as of Q2 2026.

  • McDonald Partners held 17,946 shares of Ambarella worth $1.54M as of Q2 2026.
  • McDonald Partners sold 125 Ambarella shares in Q2 2026, an estimated $8.6K.
  • Ambarella made up 0.37% of McDonald Partners's portfolio in Q2 2026, its #78 holding.
  • McDonald Partners first reported a position in Ambarella in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's Ambarella position peaked at $3.15M in Q3 2021.
  • 342 funds tracked by Wall St. Rank held Ambarella as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.