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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
Q2 		$862M Sell
4,309,689
-746,110
-15% -$153M 9.27% 1
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 $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

Mirova US's NVDA Position: Q2 2026 in Review

Mirova US reduced its NVIDIA (NVDA) stake by 15% in Q2 2026, selling an estimated $153M and leaving 4,309,689 shares worth $862M. The position accounts for 9.27% of the portfolio, ranked #1.

Mirova US first reported a position in NVDA in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.19B in Q3 2025. 5,961 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Mirova US held 4,309,689 shares of NVIDIA worth $862M as of Q2 2026.
  • Mirova US sold 746,110 NVIDIA shares in Q2 2026, an estimated $153M.
  • NVIDIA made up 9.27% of Mirova US's portfolio in Q2 2026, its #1 holding.
  • Mirova US first reported a position in NVIDIA in Q4 2019 and has held it in 27 quarters since.
  • Mirova US's NVIDIA position peaked at $1.19B in Q3 2025.
  • 5,961 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Mirova US's 13F filing for Q2 2026, filed 14 Aug 2026.