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Beacon Investment Advisors’s NVIDIA NVDA Stock Holding History

Beacon Investment Advisors’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 		$837K Buy
4,180
+2
+0% +$411 0.26% 89
2026
Q1 		$729K Sell
4,178
-229
-5% -$42K 0.28% 84
2025
Q4 		$822K Buy
4,407
+5
+0.1% +$931 0.33% 79
2025
Q3 		$821K Hold
4,402
– – 0.34% 81
2025
Q2 		$694K Buy
4,402
+24
+0.5% +$3.02K 0.3% 80
2025
Q1 		$474K Buy
4,378
+70
+2% +$8.87K 0.22% 103
2024
Q4 		$579K Buy
4,308
+230
+6% +$31.7K 0.27% 88
2024
Q3 		$495K Buy
4,078
+71
+2% +$8.39K 0.23% 102
2024
Q2 		$495K Sell
4,007
-3
-0.1% -$303 0.25% 95
2024
Q1 		$362K Buy
+4,010
New +$291K 0.21% 102

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 Investment Advisors's NVDA Position: Q2 2026 in Review

Beacon Investment Advisors increased its NVIDIA (NVDA) stake by 0.05% in Q2 2026, buying an estimated $411 and bringing the position to 4,180 shares worth $837K. The position accounts for 0.26% of the portfolio, ranked #89.

Beacon Investment Advisors first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. 5,973 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Beacon Investment Advisors held 4,180 shares of NVIDIA worth $837K as of Q2 2026.
  • Beacon Investment Advisors bought 2 NVIDIA shares in Q2 2026, an estimated $411.
  • NVIDIA made up 0.26% of Beacon Investment Advisors's portfolio in Q2 2026, its #89 holding.
  • Beacon Investment Advisors first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • 5,973 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.