NONA
EA

Ninety One North America’s Electronic Arts EA Stock Holding History

Ninety One North America’s Portfolio EA Stock Details EA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.1M Sell
117,693
-221,482
-65% -$44.9M 1.13% 32
2026
Q1 		$69.1M Buy
339,175
+6,573
+2% +$1.33M 3.1% 9
2025
Q4 		$68M Buy
332,602
+9,594
+3% +$1.94M 2.75% 12
2025
Q3 		$65.2M Hold
323,008
– – 2.95% 13
2025
Q2 		$51.6M Buy
323,008
+96,706
+43% +$14.3M 2.53% 14
2025
Q1 		$32.7M Sell
226,302
-17,205
-7% -$2.32M 2.2% 16
2024
Q4 		$35.6M Sell
243,507
-10,113
-4% -$1.56M 2.21% 17
2024
Q3 		$36.4M Sell
253,620
-104,588
-29% -$15.2M 2.47% 17
2024
Q2 		$49.9M Sell
358,208
-50,792
-12% -$6.69M 2.52% 13
2024
Q1 		$54.3M Buy
409,000
+8,311
+2% +$1.14M 2.64% 17
2023
Q4 		$54.8M Sell
400,689
-74,936
-16% -$9.9M 2.68% 15
2023
Q3 		$57.3M Sell
475,625
-41,337
-8% -$5.2M 2.81% 16
2023
Q2 		$67M Sell
516,962
-3,945
-0.8% -$500K 2.84% 13
2023
Q1 		$62.7M Sell
520,907
-26,716
-5% -$3.14M 2.84% 13
2022
Q4 		$66.9M Sell
547,623
-30,577
-5% -$3.84M 3.27% 13
2022
Q3 		$66.9M Sell
578,200
-9,754
-2% -$1.23M 3.21% 13
2022
Q2 		$71.5M Buy
587,954
+56,087
+11% +$7.15M 3.17% 13
2022
Q1 		$67.3M Buy
531,867
+17,196
+3% +$2.24M 2.47% 17
2021
Q4 		$67.9M Buy
514,671
+92,394
+22% +$12.4M 2.37% 17
2021
Q3 		$60.1M Buy
422,277
+65,051
+18% +$9.13M 2.77% 13
2021
Q2 		$51.4M Buy
357,226
+88,895
+33% +$12.6M 2.41% 15
2021
Q1 		$36.3M Buy
268,331
+31,259
+13% +$4.33M 2.1% 18
2020
Q4 		$34M Buy
237,072
+152,742
+181% +$19.7M 2.09% 17
2020
Q3 		$11M Buy
84,330
+66,413
+371% +$9.05M 1.2% 27
2020
Q2 		$2.37M Buy
17,917
+2,130
+13% +$252K 0.25% 75
2020
Q1 		$1.58M Buy
+15,787
New +$1.66M 0.13% 73

Other funds holding EA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Ninety One North America's EA Position: Q2 2026 in Review

Ninety One North America reduced its Electronic Arts (EA) stake by 65% in Q2 2026, selling an estimated $44.9M and leaving 117,693 shares worth $24.1M. The position accounts for 1.13% of the portfolio, ranked #32.

Ninety One North America first reported a position in EA in Q1 2020 and has held it in 26 quarters since. The position peaked at $71.5M in Q2 2022. 465 funds tracked by Wall St. Rank hold EA as of Q2 2026.

  • Ninety One North America held 117,693 shares of Electronic Arts worth $24.1M as of Q2 2026.
  • Ninety One North America sold 221,482 Electronic Arts shares in Q2 2026, an estimated $44.9M.
  • Electronic Arts made up 1.13% of Ninety One North America's portfolio in Q2 2026, its #32 holding.
  • Ninety One North America first reported a position in Electronic Arts in Q1 2020 and has held it in 26 quarters since.
  • Ninety One North America's Electronic Arts position peaked at $71.5M in Q2 2022.
  • 465 funds tracked by Wall St. Rank held Electronic Arts as of Q2 2026.

Based on Ninety One North America's 13F filing for Q2 2026, filed 16 Jul 2026.