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Beacon Financial Advisory’s NVIDIA NVDA Stock Holding History

Beacon Financial Advisory’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
Q1 		$5.63M Buy
32,297
+1,092
+3% +$200K 1.27% 9
2025
Q4 		$5.82M Sell
31,205
-3,031
-9% -$564K 1.35% 10
2025
Q3 		$6.39M Sell
34,236
-988
-3% -$172K 1.48% 9
2025
Q2 		$5.57M Buy
35,224
+5,767
+20% +$726K 1.44% 9
2025
Q1 		$3.19M Sell
29,457
-3,119
-10% -$395K 0.97% 16
2024
Q4 		$4.37M Buy
32,576
+996
+3% +$137K 1.42% 9
2024
Q3 		$3.84M Sell
31,580
-1,559
-5% -$184K 1.3% 13
2024
Q2 		$4.09M Buy
33,139
+189
+0.6% +$19.1K 1.53% 10
2024
Q1 		$2.98M Sell
32,950
-6,860
-17% -$497K 1.45% 10
2023
Q4 		$1.97M Sell
39,810
-2,370
-6% -$110K 0.95% 20
2023
Q3 		$1.83M Buy
42,180
+2,350
+6% +$105K 1.01% 20
2023
Q2 		$1.69M Sell
39,830
-220
-0.5% -$7.3K 0.97% 19
2023
Q1 		$1.11M Buy
40,050
+5,260
+15% +$114K 0.71% 37
2022
Q4 		$508K Sell
34,790
-3,070
-8% -$45K 0.36% 92
2022
Q3 		$460K Sell
37,860
-34,900
-48% -$552K 0.33% 100
2022
Q2 		$1.1M Sell
72,760
-1,510
-2% -$28.5K 0.63% 42
2022
Q1 		$2.03M Buy
74,270
+1,110
+2% +$27.8K 0.97% 25
2021
Q4 		$2.15M Buy
73,160
+1,940
+3% +$53.4K 0.99% 23
2021
Q3 		$1.48M Buy
71,220
+500
+0.7% +$10.4K 0.77% 31
2021
Q2 		$1.42M Sell
70,720
-6,080
-8% -$97.5K 0.76% 29
2021
Q1 		$1.02M Buy
76,800
+4,000
+5% +$53.8K 0.59% 44
2020
Q4 		$950K Buy
72,800
+17,920
+33% +$240K 0.62% 46
2020
Q3 		$742K Buy
54,880
+5,280
+11% +$61.4K 0.64% 43
2020
Q2 		$471K Buy
49,600
+3,720
+8% +$30.1K 0.51% 57
2020
Q1 		$302K Hold
45,880
– – 0.38% 91
2019
Q4 		$269K Buy
+45,880
New +$239K 0.23% 123

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Financial Advisory's NVDA Position: Q1 2026 in Review

Beacon Financial Advisory increased its NVIDIA (NVDA) stake by 3.5% in Q1 2026, buying an estimated $200K and bringing the position to 32,297 shares worth $5.63M. The position accounts for 1.27% of the portfolio, ranked #9.

Beacon Financial Advisory first reported a position in NVDA in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.39M in Q3 2025. 5,831 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Beacon Financial Advisory held 32,297 shares of NVIDIA worth $5.63M as of Q1 2026.
  • Beacon Financial Advisory bought 1,092 NVIDIA shares in Q1 2026, an estimated $200K.
  • NVIDIA made up 1.27% of Beacon Financial Advisory's portfolio in Q1 2026, its #9 holding.
  • Beacon Financial Advisory first reported a position in NVIDIA in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's NVIDIA position peaked at $6.39M in Q3 2025.
  • 5,831 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.