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Beach Investment Counsel’s NVIDIA NVDA Stock Holding History

Beach Investment Counsel’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
Q1 		$1.44M Sell
13,272
-16,553
-56% -$2.1M 0.21% 62
2024
Q4 		$4M Hold
29,825
– – 0.54% 36
2024
Q3 		$3.62M Sell
29,825
-2,575
-8% -$304K 0.45% 46
2024
Q2 		$4M Hold
32,400
– – 0.49% 46
2024
Q1 		$1.6M Hold
32,400
– – 0.2% 80
2023
Q4 		$1.6M Buy
+32,400
New +$1.5M 0.2% 80

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beach Investment Counsel's NVDA Position: Q1 2025 in Review

Beach Investment Counsel reduced its NVIDIA (NVDA) stake by 56% in Q1 2025, selling an estimated $2.1M and leaving 13,272 shares worth $1.44M. The position accounts for 0.21% of the portfolio, ranked #62.

Beach Investment Counsel first reported a position in NVDA in Q4 2023 and has held it in 6 quarters since. The position peaked at $4M in Q4 2024. 5,129 funds tracked by Wall St. Rank hold NVDA as of Q1 2025.

  • Beach Investment Counsel held 13,272 shares of NVIDIA worth $1.44M as of Q1 2025.
  • Beach Investment Counsel sold 16,553 NVIDIA shares in Q1 2025, an estimated $2.1M.
  • NVIDIA made up 0.21% of Beach Investment Counsel's portfolio in Q1 2025, its #62 holding.
  • Beach Investment Counsel first reported a position in NVIDIA in Q4 2023 and has held it in 6 quarters since.
  • Beach Investment Counsel's NVIDIA position peaked at $4M in Q4 2024.
  • 5,129 funds tracked by Wall St. Rank held NVIDIA as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.