Montrusco Bolton Investments’s NVIDIA NVDA Stock Holding History

Montrusco Bolton Investments’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	$528M	Sell	2,638,049 -1,021,318	-28%	-$210M	8.18%	1
2026 Q1	$619M	Sell	3,659,367 -331,625	-8%	-$60.8M	9.37%	1
2025 Q4	$723M	Sell	3,990,992 -209,037	-5%	-$38.9M	9.01%	2
2025 Q3	$765M	Sell	4,200,029 -560,268	-12%	-$97.7M	8.9%	2
2025 Q2	$736M	Sell	4,760,297 -535,822	-10%	-$67.4M	8.16%	2
2025 Q1	$561M	Buy	5,296,119 +457,631	+9%	+$58M	7.37%	2
2024 Q4	$634M	Sell	4,838,488 -319,162	-6%	-$44M	7.67%	2
2024 Q3	$615M	Sell	5,157,650 -7,878	-0.2%	-$931K	6.48%	2
2024 Q2	$627M	Sell	5,165,528 -650,712	-11%	-$65.8M	6.57%	2
2024 Q1	$518M	Sell	5,816,240 -1,289,880	-18%	-$93.5M	5.51%	3
2023 Q4	$345M	Buy	7,106,120 +3,762,740	+113%	+$174M	4.28%	6
2023 Q3	$142M	Buy	+3,343,380	New	+$150M	2.08%	21
2022 Q4	–	Sell	-494,020	Closed	-$6M	–	67
2022 Q3	$6M	Buy	494,020 +64,910	+15%	+$1.03M	0.16%	51
2022 Q2	$6.5M	Buy	429,110 +191,490	+81%	+$3.61M	0.17%	52
2022 Q1	$6.48M	Buy	+237,620	New	+$5.96M	0.15%	53

Other funds holding NVDA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Montrusco Bolton Investments's NVDA Position: Q2 2026 in Review

Montrusco Bolton Investments reduced its NVIDIA (NVDA) stake by 28% in Q2 2026, selling an estimated $210M and leaving 2,638,049 shares worth $528M. The position accounts for 8.18% of the portfolio, ranked #1.

Montrusco Bolton Investments first reported a position in NVDA in Q1 2022 and has held it in 15 quarters since. The position peaked at $765M in Q3 2025. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Montrusco Bolton Investments held 2,638,049 shares of NVIDIA worth $528M as of Q2 2026.
Montrusco Bolton Investments sold 1,021,318 NVIDIA shares in Q2 2026, an estimated $210M.
NVIDIA made up 8.18% of Montrusco Bolton Investments's portfolio in Q2 2026, its #1 holding.
Montrusco Bolton Investments first reported a position in NVIDIA in Q1 2022 and has held it in 15 quarters since.
Montrusco Bolton Investments's NVIDIA position peaked at $765M in Q3 2025.
2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.