Morningstar Investment Management’s NVIDIA NVDA Stock Holding History

Morningstar Investment Management’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	$39.7M	Hold	227,923	–	–	2.45%	6
2026 Q1	$39.7M	Buy	227,923 +7,032	+3%	+$1.29M	2.46%	6
2025 Q4	$41.2M	Sell	220,891 -351,399	-61%	-$65.4M	2.43%	8
2025 Q3	$107M	Buy	572,290 +233,989	+69%	+$40.8M	3.93%	2
2025 Q2	$53.4M	Buy	338,301 +75,800	+29%	+$9.54M	4.69%	7
2025 Q1	$28.4M	Buy	262,501 +103,597	+65%	+$13.1M	2.42%	11
2024 Q4	$21.3M	Buy	158,904 +19,928	+14%	+$2.75M	1.68%	14
2024 Q3	$19.2M	Buy	138,976 +3,426	+3%	+$405K	1.9%	12
2024 Q2	$16.7M	Buy	135,550 +130,520	+2,595%	+$13.2M	1.75%	12
2024 Q1	$454K	Hold	5,030	–	–	0.05%	129
2023 Q4	$249K	Buy	5,030 +210	+4%	+$9.73K	0.03%	167
2023 Q3	$210K	Hold	4,820	–	–	0.03%	158
2023 Q2	$204K	Buy	+4,820	New	+$160K	0.03%	167

Other funds holding NVDA

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Morningstar Investment Management's NVDA Position: Q2 2026 in Review

Morningstar Investment Management held its NVIDIA (NVDA) position steady in Q2 2026 at 227,923 shares worth $39.7M. The position accounts for 2.45% of the portfolio, ranked #6.

Morningstar Investment Management first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. The position peaked at $107M in Q3 2025. 2,606 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Morningstar Investment Management held 227,923 shares of NVIDIA worth $39.7M as of Q2 2026.
Morningstar Investment Management left its NVIDIA share count unchanged in Q2 2026.
NVIDIA made up 2.45% of Morningstar Investment Management's portfolio in Q2 2026, its #6 holding.
Morningstar Investment Management first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
Morningstar Investment Management's NVIDIA position peaked at $107M in Q3 2025.
2,606 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.