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Beacon Investment Advisory Services’s NVIDIA NVDA Stock Holding History

Beacon Investment Advisory Services’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 		$62.5M Sell
312,373
-6,264
-2% -$1.29M 2.32% 11
2026
Q1 		$55.6M Buy
318,637
+29,835
+10% +$5.47M 2.28% 10
2025
Q4 		$53.9M Sell
288,802
-11,179
-4% -$2.08M 2.2% 12
2025
Q3 		$56M Sell
299,981
-15,914
-5% -$2.77M 2.35% 10
2025
Q2 		$49.9M Sell
315,895
-24,500
-7% -$3.08M 2.2% 10
2025
Q1 		$36.9M Sell
340,395
-7,443
-2% -$943K 1.73% 12
2024
Q4 		$46.7M Sell
347,838
-4,166
-1% -$574K 2.02% 10
2024
Q3 		$42.7M Buy
352,004
+15,087
+4% +$1.78M 1.78% 14
2024
Q2 		$41.6M Sell
336,917
-46,733
-12% -$4.72M 1.79% 15
2024
Q1 		$34.7M Sell
383,650
-9,270
-2% -$672K 1.5% 20
2023
Q4 		$19.5M Sell
392,920
-11,850
-3% -$549K 0.88% 38
2023
Q3 		$17.6M Sell
404,770
-670
-0.2% -$30K 0.87% 39
2023
Q2 		$17.2M Buy
405,440
+1,260
+0.3% +$41.8K 0.79% 40
2023
Q1 		$11.2M Sell
404,180
-2,260
-0.6% -$48.9K 0.55% 52
2022
Q4 		$5.94M Sell
406,440
-153,570
-27% -$2.25M 0.3% 75
2022
Q3 		$6.8M Buy
560,010
+13,730
+3% +$217K 0.37% 68
2022
Q2 		$8.28M Sell
546,280
-46,080
-8% -$870K 0.43% 68
2022
Q1 		$16.2M Buy
592,360
+10,000
+2% +$251K 0.69% 46
2021
Q4 		$17.1M Buy
582,360
+17,910
+3% +$493K 0.67% 46
2021
Q3 		$11.7M Buy
564,450
+11,930
+2% +$248K 0.48% 58
2021
Q2 		$11.1M Buy
552,520
+16,960
+3% +$272K 0.45% 58
2021
Q1 		$7.15M Buy
535,560
+287,400
+116% +$3.86M 0.31% 74
2020
Q4 		$3.24M Buy
+248,160
New +$3.32M 0.15% 109

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 Advisory Services's NVDA Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its NVIDIA (NVDA) stake by 2% in Q2 2026, selling an estimated $1.29M and leaving 312,373 shares worth $62.5M. The position accounts for 2.32% of the portfolio, ranked #11.

Beacon Investment Advisory Services first reported a position in NVDA in Q4 2020 and has held it in 23 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Beacon Investment Advisory Services held 312,373 shares of NVIDIA worth $62.5M as of Q2 2026.
  • Beacon Investment Advisory Services sold 6,264 NVIDIA shares in Q2 2026, an estimated $1.29M.
  • NVIDIA made up 2.32% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #11 holding.
  • Beacon Investment Advisory Services first reported a position in NVIDIA in Q4 2020 and has held it in 23 quarters since.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.