Renaissance Investment Group’s NVIDIA NVDA Stock Holding History

Renaissance Investment Group’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	$18.8M	Sell	94,002 -1,072	-1%	-$220K	3.7%	9
2026 Q1	$16.6M	Sell	95,074 -920	-1%	-$169K	3.56%	8
2025 Q4	$17.9M	Buy	95,994 +323	+0.3%	+$60.1K	3.61%	6
2025 Q3	$17.9M	Buy	95,671 +130	+0.1%	+$22.7K	3.62%	7
2025 Q2	$15.1M	Sell	95,541 -459	-0.5%	-$57.8K	3.28%	8
2025 Q1	$10.4M	Buy	96,000 +10,147	+12%	+$1.29M	2.53%	16
2024 Q4	$11.5M	Buy	85,853 +1,324	+2%	+$182K	2.43%	16
2024 Q3	$10.3M	Buy	84,529 +1,874	+2%	+$221K	2.14%	21
2024 Q2	$10.9M	Buy	+82,655	New	+$8.36M	2.36%	16

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Renaissance Investment Group's NVDA Position: Q2 2026 in Review

Renaissance Investment Group reduced its NVIDIA (NVDA) stake by 1.1% in Q2 2026, selling an estimated $220K and leaving 94,002 shares worth $18.8M. The position accounts for 3.7% of the portfolio, ranked #9.

Renaissance Investment Group first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. 1,547 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Renaissance Investment Group held 94,002 shares of NVIDIA worth $18.8M as of Q2 2026.
Renaissance Investment Group sold 1,072 NVIDIA shares in Q2 2026, an estimated $220K.
NVIDIA made up 3.7% of Renaissance Investment Group's portfolio in Q2 2026, its #9 holding.
Renaissance Investment Group first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
1,547 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Renaissance Investment Group's 13F filing for Q2 2026, filed 8 Jul 2026.