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Evelyn Partners Investment Management’s Nasdaq NDAQ Stock Holding History

Evelyn Partners Investment Management’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 		$36.3M Sell
428,067
-2,177
-0.5% -$195K 0.99% 24
2025
Q4 		$41.8M Buy
430,244
+13,908
+3% +$1.25M 1.15% 20
2025
Q3 		$36.8M Sell
416,336
-111
-0% -$10.3K 1.05% 23
2025
Q2 		$37.2M Buy
416,447
+37,237
+10% +$2.97M 1.14% 22
2025
Q1 		$28.8M Buy
379,210
+54,767
+17% +$4.31M 0.96% 26
2024
Q4 		$25.1M Buy
+324,443
New +$25.1M 0.81% 30

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 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 $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Evelyn Partners Investment Management reduced its Nasdaq (NDAQ) stake by 0.51% in Q1 2026, selling an estimated $195K and leaving 428,067 shares worth $36.3M. The position accounts for 0.99% of the portfolio, ranked #24.

Evelyn Partners Investment Management first reported a position in NDAQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $41.8M in Q4 2025. 1,097 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Evelyn Partners Investment Management held 428,067 shares of Nasdaq worth $36.3M as of Q1 2026.
  • Evelyn Partners Investment Management sold 2,177 Nasdaq shares in Q1 2026, an estimated $195K.
  • Nasdaq made up 0.99% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #24 holding.
  • Evelyn Partners Investment Management first reported a position in Nasdaq in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Nasdaq position peaked at $41.8M in Q4 2025.
  • 1,097 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

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