North Growth Management’s Electronic Arts EA Stock Holding History

North Growth Management’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	$7.28M	Buy	36,000 +1,000	+3%	+$203K	0.93%	37
2026 Q1	$7.18M	Sell	35,000 -38,000	-52%	-$7.67M	1.1%	34
2025 Q4	$14.8M	Buy	73,000 +1,000	+1%	+$202K	2.32%	14
2025 Q3	$14.5M	Hold	72,000	–	–	2.52%	13
2025 Q2	$11.5M	Hold	72,000	–	–	2.17%	18
2025 Q1	$10.4M	Buy	72,000 +10,000	+16%	+$1.35M	2.2%	20
2024 Q4	$9.03M	Sell	62,000 -1,000	-2%	-$154K	1.71%	27
2024 Q3	$9.01M	Hold	63,000	–	–	1.68%	28
2024 Q2	$8.73M	Hold	63,000	–	–	1.72%	27
2024 Q1	$8.29M	Hold	63,000	–	–	1.58%	29
2023 Q4	$8.63M	Hold	63,000	–	–	1.84%	27
2023 Q3	$7.59M	Sell	63,000 -1,000	-2%	-$126K	1.68%	27
2023 Q2	$8.35M	Hold	64,000	–	–	1.71%	29
2023 Q1	$7.75M	Sell	64,000 -2,000	-3%	-$235K	1.65%	32
2022 Q4	$8M	Hold	66,000	–	–	1.82%	25
2022 Q3	$7.58M	Hold	66,000	–	–	1.89%	25
2022 Q2	$7.97M	Sell	66,000 -20,000	-23%	-$2.55M	1.85%	26
2022 Q1	$10.9M	Sell	86,000 -10,000	-10%	-$1.3M	2.01%	20
2021 Q4	$12.7M	Hold	96,000	–	–	2.11%	20
2021 Q3	$13.7M	Hold	96,000	–	–	2.42%	14
2021 Q2	$13.8M	Hold	96,000	–	–	2.25%	17
2021 Q1	$13M	Hold	96,000	–	–	2.3%	17
2020 Q4	$13.7M	Buy	96,000 +14,000	+17%	+$1.8M	2.81%	9
2020 Q3	$10.7M	Hold	82,000	–	–	2.36%	18
2020 Q2	$10.9M	Sell	82,000 -9,000	-10%	-$1.06M	2.6%	13
2020 Q1	$9.14M	Sell	91,000 -2,000	-2%	-$210K	2.57%	14
2019 Q4	$10M	Hold	93,000	–	–	2.25%	20
2019 Q3	$9.12M	Hold	93,000	–	–	2.2%	21
2019 Q2	$9.37M	Hold	93,000	–	–	2.32%	22
2019 Q1	$9.41M	Hold	93,000	–	–	2.51%	15
2018 Q4	$7.3M	Buy	93,000 +59,000	+174%	+$5.41M	2.04%	27
2018 Q3	$4.07M	Hold	34,000	–	–	1.03%	36
2018 Q2	$4.76M	Sell	34,000 -33,000	-49%	-$4.29M	1.2%	35
2018 Q1	$8.16M	Sell	67,000 -17,000	-20%	-$2.06M	2.1%	23
2017 Q4	$8.86M	Buy	+84,000	New	+$9.34M	2.32%	23

Other funds holding EA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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 Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

North Growth Management's EA Position: Q2 2026 in Review

North Growth Management increased its Electronic Arts (EA) stake by 2.9% in Q2 2026, buying an estimated $203K and bringing the position to 36,000 shares worth $7.28M. The position accounts for 0.93% of the portfolio, ranked #37.

North Growth Management first reported a position in EA in Q4 2017 and has held it in 35 quarters since. The position peaked at $14.8M in Q4 2025. 503 funds tracked by Wall St. Rank hold EA as of Q2 2026.

North Growth Management held 36,000 shares of Electronic Arts worth $7.28M as of Q2 2026.
North Growth Management bought 1,000 Electronic Arts shares in Q2 2026, an estimated $203K.
Electronic Arts made up 0.93% of North Growth Management's portfolio in Q2 2026, its #37 holding.
North Growth Management first reported a position in Electronic Arts in Q4 2017 and has held it in 35 quarters since.
North Growth Management's Electronic Arts position peaked at $14.8M in Q4 2025.
503 funds tracked by Wall St. Rank held Electronic Arts as of Q2 2026.

Based on North Growth Management's 13F filing for Q2 2026, filed 22 Jul 2026.