Thompson Investment Management’s NVIDIA NVDA Stock Holding History

Thompson 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	$415K	Buy	2,076 +450	+28%	+$92.5K	0.05%	149
2026 Q1	$284K	Sell	1,626 -43	-3%	-$7.89K	0.04%	159
2025 Q4	$311K	Sell	1,669 -7	-0.4%	-$1.3K	0.04%	152
2025 Q3	$313K	Buy	1,676 +54	+3%	+$9.41K	0.04%	149
2025 Q2	$256K	Hold	1,622	–	–	0.04%	160
2025 Q1	$176K	Buy	1,622 +1	+0.1%	+$127	0.03%	183
2024 Q4	$218K	Buy	1,621 +2	+0.1%	+$276	0.03%	171
2024 Q3	$197K	Hold	1,619	–	–	0.03%	169
2024 Q2	$200K	Buy	1,619 +99	+7%	+$10K	0.03%	168
2024 Q1	$137K	Buy	+1,520	New	+$110K	0.02%	184

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

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

Thompson Investment Management increased its NVIDIA (NVDA) stake by 28% in Q2 2026, buying an estimated $92.5K and bringing the position to 2,076 shares worth $415K. The position accounts for 0.05% of the portfolio, ranked #149.

Thompson Investment Management first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. 1,595 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Thompson Investment Management held 2,076 shares of NVIDIA worth $415K as of Q2 2026.
Thompson Investment Management bought 450 NVIDIA shares in Q2 2026, an estimated $92.5K.
NVIDIA made up 0.05% of Thompson Investment Management's portfolio in Q2 2026, its #149 holding.
Thompson Investment Management first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
1,595 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.