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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Investment Advisors's NVDA Position: Q1 2026 in Review

Beacon Investment Advisors reduced its NVIDIA (NVDA) stake by 5.2% in Q1 2026, selling an estimated $42K and leaving 4,178 shares worth $729K. The position accounts for 0.28% of the portfolio, ranked #84.

Beacon Investment Advisors first reported a position in NVDA in Q1 2024 and has held it in 9 quarters since. The position peaked at $822K in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Beacon Investment Advisors held 4,178 shares of NVIDIA worth $729K as of Q1 2026.
Beacon Investment Advisors sold 229 NVIDIA shares in Q1 2026, an estimated $42K.
NVIDIA made up 0.28% of Beacon Investment Advisors's portfolio in Q1 2026, its #84 holding.
Beacon Investment Advisors first reported a position in NVIDIA in Q1 2024 and has held it in 9 quarters since.
Beacon Investment Advisors's NVIDIA position peaked at $822K in Q4 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.