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Lloyd Advisory Services’s Nasdaq NDAQ Stock Holding History

Lloyd Advisory 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
Q2 		$1.19K Sell
15
-27
-64% -$2.37K ﹤0.01% 556
2026
Q1 		$3.58K Buy
+42
New +$3.76K ﹤0.01% 607

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Wellington Management Group
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Vanguard Portfolio Management
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Massachusetts Financial Services
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State Street
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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

Lloyd Advisory Services's NDAQ Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Nasdaq (NDAQ) stake by 64% in Q2 2026, selling an estimated $2.37K and leaving 15 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Lloyd Advisory Services first reported a position in NDAQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.58K in Q1 2026. 1,089 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Lloyd Advisory Services held 15 shares of Nasdaq worth $1.19K as of Q2 2026.
  • Lloyd Advisory Services sold 27 Nasdaq shares in Q2 2026, an estimated $2.37K.
  • Nasdaq made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #556 holding.
  • Lloyd Advisory Services first reported a position in Nasdaq in Q1 2026 and has held it in 2 quarters since.
  • Lloyd Advisory Services's Nasdaq position peaked at $3.58K in Q1 2026.
  • 1,089 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.