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Mirova US’s NVIDIA NVDA Stock Holding History

Mirova US’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
Q1 		$882M Sell
5,055,799
-199,604
-4% -$36.6M 10.01% 1
2025
Q4 		$980M Sell
5,255,403
-1,106,827
-17% -$206M 9.84% 1
2025
Q3 		$1.19B Sell
6,362,230
-279,887
-4% -$48.8M 11.99% 1
2025
Q2 		$1.05B Buy
6,642,117
+1,242,633
+23% +$156M 10.86% 1
2025
Q1 		$585M Buy
5,399,484
+190,040
+4% +$24.1M 6.95% 2
2024
Q4 		$700M Sell
5,209,444
-157,460
-3% -$21.7M 8.39% 1
2024
Q3 		$652M Sell
5,366,904
-410,243
-7% -$48.5M 7.48% 2
2024
Q2 		$714M Buy
5,777,147
+19,827
+0.3% +$2M 8.88% 1
2024
Q1 		$520M Sell
5,757,320
-3,639,150
-39% -$264M 6.99% 3
2023
Q4 		$465M Sell
9,396,470
-64,240
-0.7% -$2.98M 7.01% 4
2023
Q3 		$412M Sell
9,460,710
-1,884,340
-17% -$84.4M 6.98% 4
2023
Q2 		$480M Sell
11,345,050
-4,975,510
-30% -$165M 7.99% 1
2023
Q1 		$453M Buy
16,320,560
+122,630
+0.8% +$2.65M 8.22% 1
2022
Q4 		$237M Buy
16,197,930
+6,406,560
+65% +$94M 4.76% 8
2022
Q3 		$119M Sell
9,791,370
-59,700
-0.6% -$944K 2.78% 14
2022
Q2 		$149M Buy
9,851,070
+621,710
+7% +$11.7M 3.22% 13
2022
Q1 		$252M Buy
9,229,360
+470,960
+5% +$11.8M 4.84% 10
2021
Q4 		$258M Sell
8,758,400
-1,849,780
-17% -$50.9M 4.84% 9
2021
Q3 		$220M Buy
10,608,180
+1,068,220
+11% +$22.2M 5.13% 10
2021
Q2 		$191M Buy
9,539,960
+4,722,080
+98% +$75.7M 5.12% 11
2021
Q1 		$64.3M Buy
4,817,880
+4,667,760
+3,109% +$62.7M 2.24% 17
2020
Q4 		$1.96M Sell
150,120
-372,760
-71% -$4.99M 0.09% 21
2020
Q3 		$7.08M Hold
522,880
– – 0.4% 22
2020
Q2 		$4.97M Buy
522,880
+25,800
+5% +$209K 0.43% 21
2020
Q1 		$3.28M Sell
497,080
-29,840
-6% -$188K 0.43% 19
2019
Q4 		$3.1M Buy
+526,920
New +$2.74M 0.42% 19

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirova US's NVDA Position: Q1 2026 in Review

Mirova US reduced its NVIDIA (NVDA) stake by 3.8% in Q1 2026, selling an estimated $36.6M and leaving 5,055,799 shares worth $882M. The position accounts for 10.01% of the portfolio, ranked #1.

Mirova US first reported a position in NVDA in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.19B in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Mirova US held 5,055,799 shares of NVIDIA worth $882M as of Q1 2026.
  • Mirova US sold 199,604 NVIDIA shares in Q1 2026, an estimated $36.6M.
  • NVIDIA made up 10.01% of Mirova US's portfolio in Q1 2026, its #1 holding.
  • Mirova US first reported a position in NVIDIA in Q4 2019 and has held it in 26 quarters since.
  • Mirova US's NVIDIA position peaked at $1.19B in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Mirova US's 13F filing for Q1 2026, filed 11 May 2026.