BPA
NVDA icon

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
Q1 		$296K Hold
1,700
– – ﹤0.01% 1542
2025
Q4 		$317K Hold
1,700
– – ﹤0.01% 1241
2025
Q3 		$317K Buy
+1,700
New +$296K ﹤0.01% 1163
2024
Q4 		– Sell
-1,000
Closed -$121K – 1257
2024
Q3 		$121K Hold
1,000
– – ﹤0.01% 1188
2024
Q2 		$124K Sell
1,000
-4,000
-80% -$404K ﹤0.01% 1222
2024
Q1 		$452K Hold
5,000
– – 0.01% 948
2023
Q4 		$248K Buy
5,000
+3,000
+150% +$139K ﹤0.01% 1135
2023
Q3 		$87K Buy
2,000
+1,000
+100% +$44.8K ﹤0.01% 1293
2023
Q2 		$42.3K Buy
+1,000
New +$33.2K ﹤0.01% 1066

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Beacon Pointe Advisors increased its NVIDIA (NVDA) stake by 20% in Q1 2026, buying an estimated $70.7M and bringing the position to 2,325,513 shares worth $406M. The position accounts for 2.14% of the portfolio, ranked #4.

Beacon Pointe Advisors first reported a position in NVDA in Q4 2018 and has held it in 30 quarters since. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Beacon Pointe Advisors held 2,325,513 shares of NVIDIA worth $406M as of Q1 2026.
  • Beacon Pointe Advisors bought 385,231 NVIDIA shares in Q1 2026, an estimated $70.7M.
  • NVIDIA made up 2.14% of Beacon Pointe Advisors's portfolio in Q1 2026, its #4 holding.
  • Beacon Pointe Advisors first reported a position in NVIDIA in Q4 2018 and has held it in 30 quarters since.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.