Ninety One (UK)’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.31B Buy
11,563,553
+276,410
+2% +$56.8M 5.17% 2
2026
Q1
$1.97B Sell
11,287,143
-1,230,137
-10% -$226M 4.56% 3
2025
Q4
$2.33B Buy
12,517,280
+822,816
+7% +$153M 5.01% 3
2025
Q3
$2.18B Buy
11,694,464
+662,171
+6% +$115M 4.71% 2
2025
Q2
$1.74B Buy
11,032,293
+2,285,484
+26% +$288M 4.09% 3
2025
Q1
$948M Sell
8,746,809
-972,029
-10% -$123M 2.64% 10
2024
Q4
$1.31B Buy
9,718,838
+1,541,355
+19% +$212M 3.49% 5
2024
Q3
$993M Sell
8,177,483
-1,669,611
-17% -$197M 2.65% 8
2024
Q2
$1.22B Sell
9,847,094
-1,012,016
-9% -$102M 3.36% 6
2024
Q1
$981M Sell
10,859,110
-4,277,470
-28% -$310M 2.76% 6
2023
Q4
$750M Sell
15,136,580
-2,392,480
-14% -$111M 2.23% 10
2023
Q3
$762M Sell
17,529,060
-425,920
-2% -$19.1M 2.41% 9
2023
Q2
$760M Sell
17,954,980
-6,546,300
-27% -$217M 2.22% 10
2023
Q1
$681M Sell
24,501,280
-1,780,700
-7% -$38.5M 2.12% 12
2022
Q4
$384M Buy
26,281,980
+4,995,340
+23% +$73.3M 1.23% 26
2022
Q3
$258M Sell
21,286,640
-3,568,440
-14% -$56.4M 0.85% 34
2022
Q2
$377M Buy
24,855,080
+3,116,380
+14% +$58.8M 1.12% 28
2022
Q1
$593M Buy
21,738,700
+8,690,930
+67% +$218M 1.51% 18
2021
Q4
$384M Buy
13,047,770
+8,494,450
+187% +$234M 0.91% 32
2021
Q3
$94.3M Sell
4,553,320
-565,680
-11% -$11.7M 0.24% 96
2021
Q2
$102M Sell
5,119,000
-250,880
-5% -$4.02M 0.27% 97
2021
Q1
$71.7M Buy
5,369,880
+1,145,720
+27% +$15.4M 0.2% 110
2020
Q4
$55.1M Sell
4,224,160
-1,354,720
-24% -$18.1M 0.17% 120
2020
Q3
$75.5M Sell
5,578,880
-899,040
-14% -$10.5M 0.27% 86
2020
Q2
$61.5M Buy
6,477,920
+5,493,440
+558% +$44.4M 0.22% 95
2020
Q1
$6.49M Buy
+984,480
New +$6.21M 0.03% 187
2018
Q4
Sell
-933,360
Closed -$6.56M 305
2018
Q3
$6.56M Sell
933,360
-57,640
-6% -$375K 0.02% 217
2018
Q2
$5.87M Buy
991,000
+29,640
+3% +$180K 0.03% 201
2018
Q1
$5.57M Buy
961,360
+22,000
+2% +$129K 0.03% 187
2017
Q4
$4.54M Hold
939,360
0.02% 234
2017
Q3
$4.2M Sell
939,360
-410,760
-30% -$1.71M 0.02% 239
2017
Q2
$4.88M Hold
1,350,120
0.02% 223
2017
Q1
$3.68M Sell
1,350,120
-248,520
-16% -$661K 0.02% 232
2016
Q4
$4.27M Sell
1,598,640
-24,200
-1% -$50.6K 0.02% 222
2016
Q3
$2.78M Sell
1,622,840
-2,608,040
-62% -$3.85M 0.01% 241
2016
Q2
$4.97M Buy
4,230,880
+235,600
+6% +$243K 0.03% 213
2016
Q1
$3.56M Sell
3,995,280
-77,480
-2% -$59.1K 0.02% 230
2015
Q4
$3.36M Sell
4,072,760
-185,760
-4% -$140K 0.02% 231
2015
Q3
$2.62M Sell
4,258,520
-612,000
-13% -$331K 0.02% 226
2015
Q2
$2.45M Sell
4,870,520
-124,000
-2% -$67.2K 0.01% 218
2015
Q1
$2.61M Buy
+4,994,520
New +$2.66M 0.02% 214

Other funds holding NVDA

Ninety One (UK)'s NVDA Position: Q2 2026 in Review

Ninety One (UK) increased its NVIDIA (NVDA) stake by 2.4% in Q2 2026, buying an estimated $56.8M and bringing the position to 11,563,553 shares worth $2.31B. The position accounts for 5.17% of the portfolio, ranked #2.

Ninety One (UK) first reported a position in NVDA in Q1 2015 and has held it in 41 quarters since. The position peaked at $2.33B in Q4 2025. 1,737 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Ninety One (UK) held 11,563,553 shares of NVIDIA worth $2.31B as of Q2 2026.
  • Ninety One (UK) bought 276,410 NVIDIA shares in Q2 2026, an estimated $56.8M.
  • NVIDIA made up 5.17% of Ninety One (UK)'s portfolio in Q2 2026, its #2 holding.
  • Ninety One (UK) first reported a position in NVIDIA in Q1 2015 and has held it in 41 quarters since.
  • Ninety One (UK)'s NVIDIA position peaked at $2.33B in Q4 2025.
  • 1,737 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Ninety One (UK)'s 13F filing for Q2 2026, filed 16 Jul 2026.