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Beacon Financial Strategies’s NVIDIA NVDA Stock Holding History

Beacon Financial Strategies’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 		$250K Buy
1,252
+2
+0.2% +$411 0.12% 41
2026
Q1 		$218K Hold
1,250
– – 0.12% 38
2025
Q4 		$233K Hold
1,250
– – 0.13% 37
2025
Q3 		$233K Buy
+1,250
New +$218K 0.14% 36

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 $3.37T AUM 44.26% 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 Strategies's NVDA Position: Q2 2026 in Review

Beacon Financial Strategies increased its NVIDIA (NVDA) stake by 0.16% in Q2 2026, buying an estimated $411 and bringing the position to 1,252 shares worth $250K. The position accounts for 0.12% of the portfolio, ranked #41.

Beacon Financial Strategies first reported a position in NVDA in Q3 2025 and has held it in 4 quarters since. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Beacon Financial Strategies held 1,252 shares of NVIDIA worth $250K as of Q2 2026.
  • Beacon Financial Strategies bought 2 NVIDIA shares in Q2 2026, an estimated $411.
  • NVIDIA made up 0.12% of Beacon Financial Strategies's portfolio in Q2 2026, its #41 holding.
  • Beacon Financial Strategies first reported a position in NVIDIA in Q3 2025 and has held it in 4 quarters since.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.