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Beacon Financial Planning’s NVIDIA NVDA Stock Holding History

Beacon Financial Planning’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 		$2.79M Buy
15,984
+2,744
+21% +$503K 1.08% 24
2025
Q4 		$2.47M Buy
13,240
+13
+0.1% +$2.42K 1.19% 19
2025
Q3 		$2.47M Buy
13,227
+37
+0.3% +$6.45K 1.28% 18
2025
Q2 		$2.08M Buy
13,190
+118
+0.9% +$14.8K 1.16% 18
2025
Q1 		$1.42M Buy
13,072
+44
+0.3% +$5.58K 0.81% 21
2024
Q4 		$1.75M Buy
13,028
+2,183
+20% +$301K 1.02% 17
2024
Q3 		$1.32M Buy
10,845
+381
+4% +$45K 0.81% 18
2024
Q2 		$1.29M Sell
10,464
-1,266
-11% -$128K 0.88% 17
2024
Q1 		$1.06M Buy
11,730
+1,670
+17% +$121K 0.74% 17
2023
Q4 		$498K Buy
10,060
+1,820
+22% +$84.3K 0.39% 22
2023
Q3 		$358K Hold
8,240
– – 0.31% 22
2023
Q2 		$348K Hold
8,240
– – 0.3% 20
2023
Q1 		$229K Buy
+8,240
New +$178K 0.21% 24

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 Planning's NVDA Position: Q1 2026 in Review

Beacon Financial Planning increased its NVIDIA (NVDA) stake by 21% in Q1 2026, buying an estimated $503K and bringing the position to 15,984 shares worth $2.79M. The position accounts for 1.08% of the portfolio, ranked #24.

Beacon Financial Planning first reported a position in NVDA in Q1 2023 and has held it in 13 quarters since. 5,834 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Beacon Financial Planning held 15,984 shares of NVIDIA worth $2.79M as of Q1 2026.
  • Beacon Financial Planning bought 2,744 NVIDIA shares in Q1 2026, an estimated $503K.
  • NVIDIA made up 1.08% of Beacon Financial Planning's portfolio in Q1 2026, its #24 holding.
  • Beacon Financial Planning first reported a position in NVIDIA in Q1 2023 and has held it in 13 quarters since.
  • 5,834 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.