Ninety One (UK)’s Electronic Arts EA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $326M | Sell |
1,590,445
-2,585,188
| -62% | -$524M | 0.73% | 41 |
|
|
2026
Q1 | $851M | Buy |
4,175,633
+18,916
| +0.5% | +$3.82M | 1.97% | 13 |
|
|
2025
Q4 | $849M | Sell |
4,156,717
-91,048
| -2% | -$18.4M | 1.82% | 14 |
|
|
2025
Q3 | $857M | Sell |
4,247,765
-108,185
| -2% | -$17.9M | 1.85% | 14 |
|
|
2025
Q2 | $696M | Buy |
4,355,950
+193,442
| +5% | +$28.6M | 1.63% | 16 |
|
|
2025
Q1 | $602M | Sell |
4,162,508
-28,144
| -0.7% | -$3.8M | 1.67% | 15 |
|
|
2024
Q4 | $613M | Sell |
4,190,652
-88,556
| -2% | -$13.6M | 1.64% | 18 |
|
|
2024
Q3 | $614M | Sell |
4,279,208
-4,331
| -0.1% | -$628K | 1.64% | 19 |
|
|
2024
Q2 | $597M | Buy |
4,283,539
+53,237
| +1% | +$7.01M | 1.65% | 18 |
|
|
2024
Q1 | $561M | Buy |
4,230,302
+152,591
| +4% | +$20.9M | 1.58% | 18 |
|
|
2023
Q4 | $558M | Sell |
4,077,711
-7,115
| -0.2% | -$940K | 1.66% | 18 |
|
|
2023
Q3 | $492M | Sell |
4,084,826
-258,299
| -6% | -$32.5M | 1.56% | 20 |
|
|
2023
Q2 | $563M | Sell |
4,343,125
-54,230
| -1% | -$6.87M | 1.64% | 17 |
|
|
2023
Q1 | $530M | Sell |
4,397,355
-84,473
| -2% | -$9.92M | 1.65% | 16 |
|
|
2022
Q4 | $548M | Sell |
4,481,828
-341,040
| -7% | -$42.8M | 1.76% | 16 |
|
|
2022
Q3 | $558M | Buy |
4,822,868
+240,599
| +5% | +$30.4M | 1.84% | 14 |
|
|
2022
Q2 | $557M | Buy |
4,582,269
+268,543
| +6% | +$34.2M | 1.66% | 17 |
|
|
2022
Q1 | $546M | Buy |
4,313,726
+107,266
| +3% | +$14M | 1.39% | 21 |
|
|
2021
Q4 | $555M | Sell |
4,206,460
-45,989
| -1% | -$6.19M | 1.32% | 19 |
|
|
2021
Q3 | $605M | Buy |
4,252,449
+600,788
| +16% | +$84.3M | 1.54% | 17 |
|
|
2021
Q2 | $525M | Buy |
3,651,661
+318,840
| +10% | +$45.2M | 1.36% | 19 |
|
|
2021
Q1 | $451M | Buy |
3,332,821
+211,967
| +7% | +$29.4M | 1.28% | 21 |
|
|
2020
Q4 | $448M | Buy |
3,120,854
+467,365
| +18% | +$60.3M | 1.38% | 18 |
|
|
2020
Q3 | $346M | Buy |
2,653,489
+572,128
| +27% | +$78M | 1.25% | 23 |
|
|
2020
Q2 | $275M | Buy |
2,081,361
+575,767
| +38% | +$68M | 0.97% | 33 |
|
|
2020
Q1 | $151M | Buy |
+1,505,594
| New | +$158M | 0.63% | 46 |
|
|
2019
Q2 | – | Sell |
-108,561
| Closed | -$11M | – | 271 |
|
|
2019
Q1 | $11M | Buy |
+108,561
| New | +$10.3M | 0.04% | 189 |
|
|
2018
Q1 | – | Sell |
-50,609
| Closed | -$5.32M | – | 263 |
|
|
2017
Q4 | $5.32M | Sell |
50,609
-14,871
| -23% | -$1.65M | 0.02% | 227 |
|
|
2017
Q3 | $7.73M | Buy |
65,480
+19,218
| +42% | +$2.23M | 0.03% | 205 |
|
|
2017
Q2 | $4.89M | Buy |
+46,262
| New | +$4.76M | 0.02% | 222 |
|
Other funds holding EA
SCS
Ninety One (UK)'s EA Position: Q2 2026 in Review
Ninety One (UK) reduced its Electronic Arts (EA) stake by 62% in Q2 2026, selling an estimated $524M and leaving 1,590,445 shares worth $326M. The position accounts for 0.73% of the portfolio, ranked #41.
Ninety One (UK) first reported a position in EA in Q2 2017 and has held it in 30 quarters since. The position peaked at $857M in Q3 2025. 503 funds tracked by Wall St. Rank hold EA as of Q2 2026.
- Ninety One (UK) held 1,590,445 shares of Electronic Arts worth $326M as of Q2 2026.
- Ninety One (UK) sold 2,585,188 Electronic Arts shares in Q2 2026, an estimated $524M.
- Electronic Arts made up 0.73% of Ninety One (UK)'s portfolio in Q2 2026, its #41 holding.
- Ninety One (UK) first reported a position in Electronic Arts in Q2 2017 and has held it in 30 quarters since.
- Ninety One (UK)'s Electronic Arts position peaked at $857M in Q3 2025.
- 503 funds tracked by Wall St. Rank held Electronic Arts as of Q2 2026.
Based on Ninety One (UK)'s 13F filing for Q2 2026, filed 16 Jul 2026.