Evelyn Partners’s Nasdaq NDAQ Stock Holding History

Evelyn Partners’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 Q3	$57.1M	Buy	621,102 +44,803	+8%	+$4.19M	0.91%	24
2026 Q2	$45.4M	Buy	+576,299	New	+$50.6M	0.1%	31

Other funds holding NDAQ

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Evelyn Partners's NDAQ Position: Q3 2026 in Review

Evelyn Partners increased its Nasdaq (NDAQ) stake by 7.8% in Q3 2026, buying an estimated $4.19M and bringing the position to 621,102 shares worth $57.1M. The position accounts for 0.91% of the portfolio, ranked #24.

Evelyn Partners first reported a position in NDAQ in Q2 2026 and has held it in 2 quarters since. 947 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

Evelyn Partners held 621,102 shares of Nasdaq worth $57.1M as of Q3 2026.
Evelyn Partners bought 44,803 Nasdaq shares in Q3 2026, an estimated $4.19M.
Nasdaq made up 0.91% of Evelyn Partners's portfolio in Q3 2026, its #24 holding.
Evelyn Partners first reported a position in Nasdaq in Q2 2026 and has held it in 2 quarters since.
947 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.