Select Equity Group
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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
2025
Q4 		– Sell
-481,300
Closed -$89.8M – 199
2025
Q3 		$89.8M Buy
+481,300
New +$83.9M 0.37% 61

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Select Equity Group's NVDA Position: Q1 2026 in Review

Select Equity Group increased its NVIDIA (NVDA) stake by 29% in Q1 2026, buying an estimated $37.2M and bringing the position to 903,490 shares worth $158M. The position accounts for 0.81% of the portfolio, ranked #35.

Select Equity Group first reported a position in NVDA in Q2 2025 and has held it in 4 quarters since. The position peaked at $200M in Q3 2025. 5,831 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Select Equity Group held 903,490 shares of NVIDIA worth $158M as of Q1 2026.
  • Select Equity Group bought 202,620 NVIDIA shares in Q1 2026, an estimated $37.2M.
  • NVIDIA made up 0.81% of Select Equity Group's portfolio in Q1 2026, its #35 holding.
  • Select Equity Group first reported a position in NVIDIA in Q2 2025 and has held it in 4 quarters since.
  • Select Equity Group's NVIDIA position peaked at $200M in Q3 2025.
  • 5,831 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.