Sustainable Growth Advisers Q2 2026 Portfolio Changes
Sustainable Growth Advisers' portfolio saw significant shifts in Q2 2026, including notable increases in positions like EQIX and ANET alongside substantial decreases for stocks such as ARM.
As of June 30th, 2026, Sustainable Growth Advisers has shown active management within its portfolio during the second quarter. The fund's holdings experienced considerable changes compared to the previous period.
The most pronounced change involved a reduction in shares for several major technology and consumer stocks:
- Nvidia Corp (NVDA) saw its share count decrease by 2.67%, from prior period levels.
- Microsoft Corp. (MSFT)'s position was reduced, with a -4.08% change in shares.
- Visa Inc (V) experienced a significant reduction of 17.57% in its holdings during the quarter.
Conversely, Sustainable Growth Advisers demonstrated strong buying activity for certain stocks:
- Equinix Inc (EQIX) saw its position fully replenished with a 100% increase in shares.
- The fund also initiated or significantly bolstered positions in Arista Network, Grab Holdings Ltd - Cl A (G4124C109), and Nu Holdings Ltd/Cayman Isl-A (G6683N103).
- Equinix Inc (EQIX), already a top holding, was notably added to the fund's position with a 100% increase in shares.
These actions reflect a strategic shift towards specific sectors and companies:
- The fund increased its exposure to Real Estate, specifically through the addition of new positions like EQIX, ANET, G4124C109, and G6683N103.
- In Technology, while reducing major players like NVDA and MSFT, they also added smaller names such as ServiceNow Inc (NOW) which saw a 32.45% increase in shares.
The overall portfolio allocation has shifted slightly:
- Technology, previously the largest sector, now accounts for 35.15% of the total value.
- Financial Services remains a significant portion at 14.9%, while Real Estate allocation increased to 3.66%.
- The fund also added positions in other sectors like Industrials (Canadian Pacific Kansas City L (CP)) and Consumer Cyclical (Yum! Brands Inc (YUM)), though some of these also saw reductions.
In summary, Sustainable Growth Advisers actively managed its portfolio in Q2 2026:
- Selling substantial portions of holdings like Nvidia Corp (NVDA), Visa Inc (V), and Arm Holdings Inc - ADR (ARM).
- Purchasing or adding new positions to stocks such as EQIX, ANET, G4124C109, NOW, and even increasing shares in Nu Holdings Ltd/Cayman Isl-A (G6683N103).
- The fund's holdings decreased overall by 4.5 million units, indicating a net reduction in stock count.
To explore Sustainable Growth Advisers' full portfolio and investment strategy for Q2 2026, visit their profile on InsiderSet.