Select Equity Group’s NVIDIA NVDA Stock Holding History

Select Equity 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	$280M	Buy	1,396,937 +493,447	+55%	+$101M	1.38%	24
2026 Q1	$158M	Buy	903,490 +202,620	+29%	+$37.2M	0.81%	35
2025 Q4	$131M	Sell	700,870 -372,071	-35%	-$69.3M	0.56%	40
2025 Q3	$200M	Sell	1,072,941 -20,973	-2%	-$3.66M	0.82%	37
2025 Q2	$173M	Buy	+1,093,914	New	+$138M	0.72%	39

Other funds holding NVDA

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Select Equity Group's NVDA Position: Q2 2026 in Review

Select Equity Group increased its NVIDIA (NVDA) stake by 55% in Q2 2026, buying an estimated $101M and bringing the position to 1,396,937 shares worth $280M. The position accounts for 1.38% of the portfolio, ranked #24.

Select Equity Group first reported a position in NVDA in Q2 2025 and has held it in 5 quarters since. 5,961 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Select Equity Group held 1,396,937 shares of NVIDIA worth $280M as of Q2 2026.
Select Equity Group bought 493,447 NVIDIA shares in Q2 2026, an estimated $101M.
NVIDIA made up 1.38% of Select Equity Group's portfolio in Q2 2026, its #24 holding.
Select Equity Group first reported a position in NVIDIA in Q2 2025 and has held it in 5 quarters since.
5,961 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.