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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beacon Financial Planning's NVDA Position: Q2 2026 in Review

Beacon Financial Planning increased its NVIDIA (NVDA) stake by 3.7% in Q2 2026, buying an estimated $123K and bringing the position to 16,582 shares worth $3.32M. The position accounts for 1.13% of the portfolio, ranked #22.

Beacon Financial Planning first reported a position in NVDA in Q1 2023 and has held it in 14 quarters since. 5,987 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Beacon Financial Planning held 16,582 shares of NVIDIA worth $3.32M as of Q2 2026.
  • Beacon Financial Planning bought 598 NVIDIA shares in Q2 2026, an estimated $123K.
  • NVIDIA made up 1.13% of Beacon Financial Planning's portfolio in Q2 2026, its #22 holding.
  • Beacon Financial Planning first reported a position in NVIDIA in Q1 2023 and has held it in 14 quarters since.
  • 5,987 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.