Rakuten Investment Management
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Rakuten Investment Management’s NVIDIA NVDA Stock Holding History

Rakuten Investment Management’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 		$930M Buy
4,767,757
+527,365
+12% +$108M 2.68% 5
2026
Q1 		$700M Buy
4,240,392
+483,097
+13% +$88.6M 1.42% 6
2025
Q4 		$707M Buy
3,757,295
+3,701,724
+6,661% +$689M 2.38% 5
2025
Q3 		$2.4M Buy
+55,571
New +$9.69M 0.01% 386
2025
Q1 		$294M Buy
+2,680,821
New +$340M 1.35% 8
2024
Q3 		$206M Buy
1,699,199
+413,291
+32% +$48.8M 1.2% 4
2024
Q2 		$159M Buy
1,285,908
+465,558
+57% +$47.1M 1.05% 3
2024
Q1 		$74.1M Buy
820,350
+759,270
+1,243% +$55M 0.54% 5
2023
Q4 		$3.02M Buy
+61,080
New +$2.83M 0.03% 19

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rakuten Investment Management's NVDA Position: Q2 2026 in Review

Rakuten Investment Management increased its NVIDIA (NVDA) stake by 12% in Q2 2026, buying an estimated $108M and bringing the position to 4,767,757 shares worth $930M. The position accounts for 2.68% of the portfolio, ranked #5.

Rakuten Investment Management first reported a position in NVDA in Q4 2023 and has held it in 9 quarters since. 5,995 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Rakuten Investment Management held 4,767,757 shares of NVIDIA worth $930M as of Q2 2026.
  • Rakuten Investment Management bought 527,365 NVIDIA shares in Q2 2026, an estimated $108M.
  • NVIDIA made up 2.68% of Rakuten Investment Management's portfolio in Q2 2026, its #5 holding.
  • Rakuten Investment Management first reported a position in NVIDIA in Q4 2023 and has held it in 9 quarters since.
  • 5,995 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.