Winslow Capital Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.9B | Sell |
16,654,394
-266,143
| -2% | -$48.8M | 11.32% | 1 |
|
|
2025
Q4 | $3.16B | Sell |
16,920,537
-1,739,639
| -9% | -$324M | 10.61% | 1 |
|
|
2025
Q3 | $3.48B | Buy |
18,660,176
+1,551,775
| +9% | +$270M | 11.5% | 1 |
|
|
2025
Q2 | $2.7B | Buy |
17,108,401
+916,692
| +6% | +$115M | 9.03% | 2 |
|
|
2025
Q1 | $1.75B | Sell |
16,191,709
-2,147,739
| -12% | -$272M | 7% | 3 |
|
|
2024
Q4 | $2.46B | Sell |
18,339,448
-206,258
| -1% | -$28.4M | 8.75% | 2 |
|
|
2024
Q3 | $2.25B | Sell |
18,545,706
-2,822,066
| -13% | -$333M | 8.09% | 2 |
|
|
2024
Q2 | $2.64B | Sell |
21,367,772
-1,331,988
| -6% | -$135M | 9.52% | 2 |
|
|
2024
Q1 | $2.05B | Sell |
22,699,760
-512,240
| -2% | -$37.1M | 7.73% | 2 |
|
|
2023
Q4 | $1.15B | Sell |
23,212,000
-999,040
| -4% | -$46.3M | 4.77% | 4 |
|
|
2023
Q3 | $1.05B | Sell |
24,211,040
-10,244,820
| -30% | -$459M | 5.01% | 4 |
|
|
2023
Q2 | $1.46B | Sell |
34,455,860
-348,020
| -1% | -$11.6M | 6.56% | 3 |
|
|
2023
Q1 | $967M | Buy |
34,803,880
+10,850,760
| +45% | +$235M | 4.93% | 3 |
|
|
2022
Q4 | $350M | Buy |
23,953,120
+4,912,710
| +26% | +$72.1M | 1.95% | 25 |
|
|
2022
Q3 | $231M | Sell |
19,040,410
-4,453,520
| -19% | -$70.4M | 1.35% | 35 |
|
|
2022
Q2 | $356M | Sell |
23,493,930
-9,587,430
| -29% | -$181M | 1.9% | 21 |
|
|
2022
Q1 | $903M | Buy |
33,081,360
+4,588,320
| +16% | +$115M | 3.91% | 5 |
|
|
2021
Q4 | $838M | Sell |
28,493,040
-707,850
| -2% | -$19.5M | 3.11% | 5 |
|
|
2021
Q3 | $605M | Sell |
29,200,890
-10,595,750
| -27% | -$220M | 2.38% | 12 |
|
|
2021
Q2 | $796M | Sell |
39,796,640
-7,932,640
| -17% | -$127M | 3.09% | 11 |
|
|
2021
Q1 | $637M | Buy |
47,729,280
+6,355,600
| +15% | +$85.4M | 2.69% | 11 |
|
|
2020
Q4 | $540M | Sell |
41,373,680
-2,724,880
| -6% | -$36.5M | 2.25% | 12 |
|
|
2020
Q3 | $597M | Sell |
44,098,560
-5,855,200
| -12% | -$68.1M | 2.66% | 10 |
|
|
2020
Q2 | $474M | Sell |
49,953,760
-4,517,480
| -8% | -$36.6M | 2.31% | 14 |
|
|
2020
Q1 | $359M | Buy |
54,471,240
+18,152,480
| +50% | +$115M | 2.2% | 15 |
|
|
2019
Q4 | $214M | Sell |
36,318,760
-14,324,160
| -28% | -$74.5M | 1.11% | 37 |
|
|
2019
Q3 | $220M | Buy |
+50,642,920
| New | +$213M | 1.2% | 36 |
|
|
2019
Q1 | – | Sell |
-44,785,360
| Closed | -$149M | – | 93 |
|
|
2018
Q4 | $149M | Sell |
44,785,360
-19,366,800
| -30% | -$92.7M | 0.93% | 48 |
|
|
2018
Q3 | $451M | Buy |
64,152,160
+8,365,920
| +15% | +$54.4M | 2.23% | 13 |
|
|
2018
Q2 | $330M | Sell |
55,786,240
-2,051,640
| -4% | -$12.5M | 1.73% | 17 |
|
|
2018
Q1 | $335M | Buy |
57,837,880
+13,707,000
| +31% | +$80.5M | 1.81% | 15 |
|
|
2017
Q4 | $213M | Sell |
44,130,880
-3,807,240
| -8% | -$18.9M | 1.17% | 40 |
|
|
2017
Q3 | $214M | Sell |
47,938,120
-3,313,480
| -6% | -$13.8M | 1.15% | 41 |
|
|
2017
Q2 | $185M | Buy |
51,251,600
+4,898,320
| +11% | +$15.6M | 0.99% | 55 |
|
|
2017
Q1 | $126M | Buy |
+46,353,280
| New | +$123M | 0.6% | 62 |
|
Other funds holding NVDA
VCM
VPM
Winslow Capital Management's NVDA Position: Q1 2026 in Review
Winslow Capital Management reduced its NVIDIA (NVDA) stake by 1.6% in Q1 2026, selling an estimated $48.8M and leaving 16,654,394 shares worth $2.9B. The position accounts for 11.32% of the portfolio, ranked #1.
Winslow Capital Management first reported a position in NVDA in Q1 2017 and has held it in 35 quarters since. The position peaked at $3.48B in Q3 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.
- Winslow Capital Management held 16,654,394 shares of NVIDIA worth $2.9B as of Q1 2026.
- Winslow Capital Management sold 266,143 NVIDIA shares in Q1 2026, an estimated $48.8M.
- NVIDIA made up 11.32% of Winslow Capital Management's portfolio in Q1 2026, its #1 holding.
- Winslow Capital Management first reported a position in NVIDIA in Q1 2017 and has held it in 35 quarters since.
- Winslow Capital Management's NVIDIA position peaked at $3.48B in Q3 2025.
- 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.
Based on Winslow Capital Management's 13F filing for Q1 2026, filed 14 May 2026.