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Beacon Pointe Advisors’s NVIDIA NVDA Stock Holding History

Beacon Pointe 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 		$400K Buy
+2,000
New +$411K ﹤0.01% 1441
2025
Q3 		– Sell
-1,000
Closed -$158K – 1479
2025
Q2 		$158K Hold
1,000
– – ﹤0.01% 1201
2025
Q1 		$108K Hold
1,000
– – ﹤0.01% 1185
2024
Q4 		$134K Sell
1,000
-1,800
-64% -$248K ﹤0.01% 1172
2024
Q3 		$340K Buy
2,800
+1,800
+180% +$213K ﹤0.01% 981
2024
Q2 		$124K Hold
1,000
– – ﹤0.01% 1221
2024
Q1 		$90.4K Sell
1,000
-10,000
-91% -$725K ﹤0.01% 1314
2023
Q4 		$545K Buy
11,000
+8,000
+267% +$371K 0.01% 866
2023
Q3 		$130K Sell
3,000
-10,000
-77% -$448K ﹤0.01% 1263
2023
Q2 		$550K Buy
+13,000
New +$432K 0.01% 681

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 Pointe Advisors's NVDA Position: Q2 2026 in Review

Beacon Pointe Advisors increased its NVIDIA (NVDA) stake by 11% in Q2 2026, buying an estimated $52.1M and bringing the position to 2,578,864 shares worth $516M. The position accounts for 2.39% of the portfolio, ranked #3.

Beacon Pointe Advisors first reported a position in NVDA in Q4 2018 and has held it in 31 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Beacon Pointe Advisors held 2,578,864 shares of NVIDIA worth $516M as of Q2 2026.
  • Beacon Pointe Advisors bought 253,351 NVIDIA shares in Q2 2026, an estimated $52.1M.
  • NVIDIA made up 2.39% of Beacon Pointe Advisors's portfolio in Q2 2026, its #3 holding.
  • Beacon Pointe Advisors first reported a position in NVIDIA in Q4 2018 and has held it in 31 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.