Mirova’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $152M | Buy |
869,338
+612,389
| +238% | +$112M | 6.16% | 1 |
|
|
2025
Q4 | $47.9M | Buy |
256,949
+1,793
| +0.7% | +$334K | 6.91% | 1 |
|
|
2025
Q3 | $47.6M | Sell |
255,156
-9,719
| -4% | -$1.69M | 6.73% | 1 |
|
|
2025
Q2 | $41.8M | Buy |
264,875
+27,784
| +12% | +$3.5M | 5.9% | 3 |
|
|
2025
Q1 | $25.7M | Buy |
237,091
+5,905
| +3% | +$748K | 4.62% | 4 |
|
|
2024
Q4 | $31M | Buy |
231,186
+4,851
| +2% | +$669K | 5.36% | 4 |
|
|
2024
Q3 | $27.5M | Sell |
226,335
-31,465
| -12% | -$3.72M | 4.75% | 4 |
|
|
2024
Q2 | $31.8M | Sell |
257,800
-15,460
| -6% | -$1.56M | 5.82% | 4 |
|
|
2024
Q1 | $24.7M | Buy |
273,260
+67,070
| +33% | +$4.86M | 4.37% | 4 |
|
|
2023
Q4 | $10.2M | Sell |
206,190
-12,840
| -6% | -$595K | 2.09% | 9 |
|
|
2023
Q3 | $9.53M | Sell |
219,030
-67,830
| -24% | -$3.04M | 1.92% | 9 |
|
|
2023
Q2 | $12.1M | Sell |
286,860
-160,120
| -36% | -$5.32M | 2.14% | 8 |
|
|
2023
Q1 | $12.4M | Sell |
446,980
-83,820
| -16% | -$1.81M | 1.79% | 8 |
|
|
2022
Q4 | $7.76M | Buy |
530,800
+17,250
| +3% | +$253K | 1.21% | 11 |
|
|
2022
Q3 | $6.23M | Sell |
513,550
-224,310
| -30% | -$3.55M | 1.05% | 12 |
|
|
2022
Q2 | $11.2M | Buy |
737,860
+176,990
| +32% | +$3.34M | 1.59% | 8 |
|
|
2022
Q1 | $15.3M | Buy |
560,870
+176,870
| +46% | +$4.44M | 2.05% | 7 |
|
|
2021
Q4 | $11.3M | Sell |
384,000
-36,140
| -9% | -$994K | 1.35% | 9 |
|
|
2021
Q3 | $8.7M | Sell |
420,140
-3,060
| -0.7% | -$63.5K | 1.12% | 14 |
|
|
2021
Q2 | $8.46M | Sell |
423,200
-280
| -0.1% | -$4.49K | 1.01% | 13 |
|
|
2021
Q1 | $5.65M | Buy |
423,480
+36,200
| +9% | +$487K | 0.67% | 17 |
|
|
2020
Q4 | $5.05M | Sell |
387,280
-340,800
| -47% | -$4.56M | 0.65% | 16 |
|
|
2020
Q3 | $9.85M | Sell |
728,080
-344,640
| -32% | -$4.01M | 1.59% | 12 |
|
|
2020
Q2 | $10.2M | Sell |
1,072,720
-561,480
| -34% | -$4.54M | 2.34% | 11 |
|
|
2020
Q1 | $10.8M | Sell |
1,634,200
-131,880
| -7% | -$832K | 4.08% | 7 |
|
|
2019
Q4 | $10.4M | Sell |
1,766,080
-1,144,600
| -39% | -$5.95M | 3.62% | 8 |
|
|
2019
Q3 | $12.7M | Sell |
2,910,680
-212,760
| -7% | -$895K | 1.56% | 21 |
|
|
2019
Q2 | $12.8M | Buy |
3,123,440
+493,840
| +19% | +$2.05M | 1.13% | 24 |
|
|
2019
Q1 | $11.8M | Sell |
2,629,600
-230,360
| -8% | -$894K | 6.4% | 5 |
|
|
2018
Q4 | $9.54M | Buy |
+2,859,960
| New | +$13.7M | 4.36% | 8 |
|
Other funds holding NVDA
VCM
VPM
Mirova's NVDA Position: Q1 2026 in Review
Mirova increased its NVIDIA (NVDA) stake by 238% in Q1 2026, buying an estimated $112M and bringing the position to 869,338 shares worth $152M. The position accounts for 6.16% of the portfolio, ranked #1.
Mirova first reported a position in NVDA in Q4 2018 and has held it in 30 quarters since. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.
- Mirova held 869,338 shares of NVIDIA worth $152M as of Q1 2026.
- Mirova bought 612,389 NVIDIA shares in Q1 2026, an estimated $112M.
- NVIDIA made up 6.16% of Mirova's portfolio in Q1 2026, its #1 holding.
- Mirova first reported a position in NVIDIA in Q4 2018 and has held it in 30 quarters since.
- 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.
Based on Mirova's 13F filing for Q1 2026, filed 14 May 2026.