Beacon Financial Planning
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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
Q3 		$3.96M Buy
17,347
+765
+5% +$164K 1.35% 20
2026
Q2 		$3.32M Buy
16,582
+598
+4% +$123K 1.13% 22
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Beacon Financial Planning's NVDA Position: Q3 2026 in Review

Beacon Financial Planning increased its NVIDIA (NVDA) stake by 4.6% in Q3 2026, buying an estimated $164K and bringing the position to 17,347 shares worth $3.96M. The position accounts for 1.35% of the portfolio, ranked #20.

Beacon Financial Planning first reported a position in NVDA in Q1 2023 and has held it in 15 quarters since. 5,269 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Beacon Financial Planning held 17,347 shares of NVIDIA worth $3.96M as of Q3 2026.
  • Beacon Financial Planning bought 765 NVIDIA shares in Q3 2026, an estimated $164K.
  • NVIDIA made up 1.35% of Beacon Financial Planning's portfolio in Q3 2026, its #20 holding.
  • Beacon Financial Planning first reported a position in NVIDIA in Q1 2023 and has held it in 15 quarters since.
  • 5,269 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Beacon Financial Planning's 13F filing for Q3 2026, filed 4 Nov 2026.