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Ninety One North America’s NVIDIA NVDA Stock Holding History

Ninety One North America’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 		$29.3M Hold
146,533
– – 1.37% 27
2026
Q1 		$25.6M Sell
146,533
-5,595
-4% -$1.03M 1.15% 32
2025
Q4 		$28.4M Buy
+152,128
New +$28.3M 1.15% 30
2024
Q1 		– Sell
-157,530
Closed -$7.8M – 68
2023
Q4 		$7.8M Buy
157,530
+4,430
+3% +$205K 0.38% 42
2023
Q3 		$6.66M Sell
153,100
-345,160
-69% -$15.5M 0.33% 38
2023
Q2 		$21.1M Sell
498,260
-124,710
-20% -$4.14M 0.89% 27
2023
Q1 		$17.3M Sell
622,970
-87,830
-12% -$1.9M 0.78% 28
2022
Q4 		$10.4M Buy
710,800
+1,620
+0.2% +$23.8K 0.51% 30
2022
Q3 		$8.61M Sell
709,180
-316,460
-31% -$5M 0.41% 31
2022
Q2 		$15.5M Sell
1,025,640
-169,900
-14% -$3.21M 0.69% 26
2022
Q1 		$32.6M Buy
1,195,540
+195,930
+20% +$4.91M 1.2% 24
2021
Q4 		$29.4M Sell
999,610
-24,310
-2% -$669K 1.03% 26
2021
Q3 		$21.2M Hold
1,023,920
– – 0.98% 25
2021
Q2 		$20.5M Buy
1,023,920
+39,600
+4% +$635K 0.96% 27
2021
Q1 		$13.1M Buy
984,320
+254,280
+35% +$3.42M 0.76% 33
2020
Q4 		$9.53M Sell
730,040
-90,880
-11% -$1.22M 0.58% 43
2020
Q3 		$11.1M Sell
820,920
-246,120
-23% -$2.86M 1.22% 26
2020
Q2 		$10.1M Buy
+1,067,040
New +$8.63M 1.05% 21

Other funds holding NVDA

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Ninety One North America held its NVIDIA (NVDA) position steady in Q2 2026 at 146,533 shares worth $29.3M. The position accounts for 1.37% of the portfolio, ranked #27.

Ninety One North America first reported a position in NVDA in Q2 2020 and has held it in 18 quarters since. The position peaked at $32.6M in Q1 2022. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Ninety One North America held 146,533 shares of NVIDIA worth $29.3M as of Q2 2026.
  • Ninety One North America left its NVIDIA share count unchanged in Q2 2026.
  • NVIDIA made up 1.37% of Ninety One North America's portfolio in Q2 2026, its #27 holding.
  • Ninety One North America first reported a position in NVIDIA in Q2 2020 and has held it in 18 quarters since.
  • Ninety One North America's NVIDIA position peaked at $32.6M in Q1 2022.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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