Sustainable Growth Advisers 13F Holdings & Latest Moves

13F filer · Latest filing Oct 15, 2026

Latest 13F moves (filed Oct 15, 2026): 3 new positions, 4 added, 33 reduced, 1 sold out. Largest change by value: added $NVDA ($1.29B held).

New positions
3
Added / reduced
4 / 33
Sold out
1

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$NVDA Added +940.95K (+19.93%) 5.66M $1.29B Read
$AAPL Added +116.99K (+6.70%) 1.86M $620.87M Read
$ECL Added +245.26K (+26.44%) 1.17M $322.10M Read
$TSM Added +353.66K (+390.94%) 444.12K $202.60M Read
$PWR New +182.29K 182.29K $117.12M Read

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$MSFT Reduced -84.70K (-5.63%) 1.42M $728.47M Read
$GOOG Reduced -25.57K (-1.20%) 2.10M $716.96M —
$AMZN Reduced -209.30K (-9.17%) 2.07M $516.25M Read
$V Reduced -259.47K (-17.99%) 1.18M $425.17M Read
$AVGO Reduced -67.73K (-5.31%) 1.21M $424.14M —

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$PWR New +182.29K 182.29K $117.12M Read
$ETN New +199.56K 199.56K $85.75M Read
$TJX New +646.29K 646.29K $85.51M Read

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$NVDA Added +940.95K (+19.93%) 5.66M $1.29B Read
$AAPL Added +116.99K (+6.70%) 1.86M $620.87M Read
$ECL Added +245.26K (+26.44%) 1.17M $322.10M Read
$TSM Added +353.66K (+390.94%) 444.12K $202.60M Read

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$MSFT Reduced -84.70K (-5.63%) 1.42M $728.47M Read
$GOOG Reduced -25.57K (-1.20%) 2.10M $716.96M —
$AMZN Reduced -209.30K (-9.17%) 2.07M $516.25M Read
$V Reduced -259.47K (-17.99%) 1.18M $425.17M Read
$AVGO Reduced -67.73K (-5.31%) 1.21M $424.14M —
$META Reduced -47.91K (-7.83%) 564.07K $409.05M Read
$WM Reduced -92.46K (-4.48%) 1.97M $401.56M —
$SNPS Reduced -30.79K (-3.81%) 776.55K $337.75M —
$EQIX Reduced -16.37K (-4.72%) 330.50K $334.33M —
$AXP Reduced -44.91K (-4.55%) 942.59K $286.64M —
$CRM Reduced -262.41K (-17.44%) 1.24M $285.17M Read
$DHR Reduced -421.52K (-28.38%) 1.06M $235.68M Read
$YUM Reduced -981.74K (-39.30%) 1.52M $206.73M Read
$ANET Reduced -37.40K (-4.11%) 871.76K $177.48M —
$NFLX Reduced -1.58M (-38.79%) 2.49M $173.03M Read
$CP Reduced -1.24M (-38.17%) 2.01M $170.86M Read
$GWW Reduced -65.56K (-33.44%) 130.48K $162.55M Read
$SPGI Reduced -254.27K (-38.33%) 409.06K $161.36M Read
$CMG Reduced -2.32M (-33.79%) 4.55M $145.36M Read
$MA Reduced -159.50K (-41.99%) 220.37K $121.53M Read
$ARM Reduced -66.91K (-17.34%) 319.06K $92.42M —
$COO Reduced -455.54K (-23.38%) 1.49M $84.37M Read
$HDB Reduced -784.31K (-20.65%) 3.01M $67.34M —
$STE Reduced -137.49K (-36.64%) 237.75K $49.93M Read
$AON Reduced -75.68K (-31.23%) 166.61K $46.11M —
$MELI Reduced -9.50K (-28.35%) 24.01K $41.50M —
$SAP Reduced -159.68K (-45.39%) 192.10K $40.05M Read
$SE Reduced -100.65K (-25.15%) 299.52K $29.16M —
$WCN Reduced -30.68K (-27.91%) 79.25K $12.20M —
$UL Reduced -114.55K (-36.90%) 195.90K $11.90M —
$ALC Reduced -69.45K (-30.94%) 155.05K $10.04M —
$SHOP Reduced -30.23K (-40.78%) 43.90K $6.51M —
$INFY Reduced -662.90K (-75.19%) 218.68K $2.35M —

Sold out position in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$NKE Sold out -2.43M — — Read

All tracked 13F moves by Sustainable Growth Advisers

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$WM Reduced -92.46K (-4.48%) 1.97M $401.56M —
$SNPS Reduced -30.79K (-3.81%) 776.55K $337.75M —
$MSFT Reduced -84.70K (-5.63%) 1.42M $728.47M Read
$META Reduced -47.91K (-7.83%) 564.07K $409.05M Read
$EQIX Reduced -16.37K (-4.72%) 330.50K $334.33M —
$AVGO Reduced -67.73K (-5.31%) 1.21M $424.14M —
$ANET Reduced -37.40K (-4.11%) 871.76K $177.48M —
$AXP Reduced -44.91K (-4.55%) 942.59K $286.64M —
$AMZN Reduced -209.30K (-9.17%) 2.07M $516.25M Read
$GOOG Reduced -25.57K (-1.20%) 2.10M $716.96M —
$TJX New +646.29K 646.29K $85.51M Read
$PWR New +182.29K 182.29K $117.12M Read
$ETN New +199.56K 199.56K $85.75M Read
$YUM Reduced -981.74K (-39.30%) 1.52M $206.73M Read
$WCN Reduced -30.68K (-27.91%) 79.25K $12.20M —
$GWW Reduced -65.56K (-33.44%) 130.48K $162.55M Read
$V Reduced -259.47K (-17.99%) 1.18M $425.17M Read
$UL Reduced -114.55K (-36.90%) 195.90K $11.90M —
$COO Reduced -455.54K (-23.38%) 1.49M $84.37M Read
$STE Reduced -137.49K (-36.64%) 237.75K $49.93M Read
$SHOP Reduced -30.23K (-40.78%) 43.90K $6.51M —
$SE Reduced -100.65K (-25.15%) 299.52K $29.16M —
$SAP Reduced -159.68K (-45.39%) 192.10K $40.05M Read
$CRM Reduced -262.41K (-17.44%) 1.24M $285.17M Read
$SPGI Reduced -254.27K (-38.33%) 409.06K $161.36M Read
$NKE Sold out -2.43M — — Read
$NFLX Reduced -1.58M (-38.79%) 2.49M $173.03M Read
$MELI Reduced -9.50K (-28.35%) 24.01K $41.50M —
$MA Reduced -159.50K (-41.99%) 220.37K $121.53M Read
$INFY Reduced -662.90K (-75.19%) 218.68K $2.35M —
$HDB Reduced -784.31K (-20.65%) 3.01M $67.34M —
$DHR Reduced -421.52K (-28.38%) 1.06M $235.68M Read
$CMG Reduced -2.32M (-33.79%) 4.55M $145.36M Read
$CP Reduced -1.24M (-38.17%) 2.01M $170.86M Read
$ARM Reduced -66.91K (-17.34%) 319.06K $92.42M —
$AON Reduced -75.68K (-31.23%) 166.61K $46.11M —
$ALC Reduced -69.45K (-30.94%) 155.05K $10.04M —
$TSM Added +353.66K (+390.94%) 444.12K $202.60M Read
$NVDA Added +940.95K (+19.93%) 5.66M $1.29B Read
$ECL Added +245.26K (+26.44%) 1.17M $322.10M Read
$AAPL Added +116.99K (+6.70%) 1.86M $620.87M Read

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Sustainable Growth Advisers holds or traded

Frequently asked questions

What did Sustainable Growth Advisers buy and sell in its latest 13F?

It opened or added to $NVDA, $AAPL, $ECL, $TSM and $PWR; it cut or exited $MSFT, $GOOG, $AMZN, $V and $AVGO.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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