Evelyn Partners Investment Management Services’s Nasdaq NDAQ Stock Holding History

Evelyn Partners Investment Management Services’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	$6.61M	Buy	77,843 +11,947	+18%	+$1.07M	0.78%	34
2025 Q4	$6.4M	Buy	65,896 +7,811	+13%	+$702K	0.8%	36
2025 Q3	$5.14M	Buy	58,085 +20,999	+57%	+$1.94M	0.69%	41
2025 Q2	$3.32M	Buy	37,086 +3,868	+12%	+$309K	0.5%	48
2025 Q1	$2.52M	Buy	33,218 +12,886	+63%	+$1.01M	0.41%	53
2024 Q4	$1.57M	Buy	+20,332	New	+$1.57M	0.27%	57

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

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

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Evelyn Partners Investment Management Services's NDAQ Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its Nasdaq (NDAQ) stake by 18% in Q1 2026, buying an estimated $1.07M and bringing the position to 77,843 shares worth $6.61M. The position accounts for 0.78% of the portfolio, ranked #34.

Evelyn Partners Investment Management Services first reported a position in NDAQ in Q4 2024 and has held it in 6 quarters since. 1,088 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

Evelyn Partners Investment Management Services held 77,843 shares of Nasdaq worth $6.61M as of Q1 2026.
Evelyn Partners Investment Management Services bought 11,947 Nasdaq shares in Q1 2026, an estimated $1.07M.
Nasdaq made up 0.78% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #34 holding.
Evelyn Partners Investment Management Services first reported a position in Nasdaq in Q4 2024 and has held it in 6 quarters since.
1,088 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

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