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Evelyn Partners Investment Management (Europe)’s Nasdaq NDAQ Stock Holding History

Evelyn Partners Investment Management (Europe)’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.58M Buy
18,567
+32
+0.2% +$2.87K 0.54% 41
2025
Q4 		$1.8M Buy
18,535
+338
+2% +$30.4K 0.58% 36
2025
Q3 		$1.61M Buy
18,197
+770
+4% +$71.3K 0.56% 33
2025
Q2 		$1.56M Sell
17,427
-540
-3% -$43.1K 0.56% 37
2025
Q1 		$1.36M Buy
17,967
+906
+5% +$71.3K 0.51% 41
2024
Q4 		$1.32M Buy
+17,061
New +$1.32M 0.48% 39

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s NDAQ Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) increased its Nasdaq (NDAQ) stake by 0.17% in Q1 2026, buying an estimated $2.87K and bringing the position to 18,567 shares worth $1.58M. The position accounts for 0.54% of the portfolio, ranked #41.

Evelyn Partners Investment Management (Europe) first reported a position in NDAQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.8M in Q4 2025. 1,092 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 18,567 shares of Nasdaq worth $1.58M as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) bought 32 Nasdaq shares in Q1 2026, an estimated $2.87K.
  • Nasdaq made up 0.54% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #41 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in Nasdaq in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management (Europe)'s Nasdaq position peaked at $1.8M in Q4 2025.
  • 1,092 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.