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LVW Advisors’s Nasdaq NDAQ Stock Holding History

LVW Advisors’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 		$210K Buy
2,661
+99
+4% +$8.68K 0.02% 444
2026
Q1 		$217K Buy
2,562
+502
+24% +$45K 0.02% 398
2025
Q4 		$200K Buy
+2,060
New +$185K 0.02% 336

Other funds holding NDAQ

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

LVW Advisors's NDAQ Position: Q2 2026 in Review

LVW Advisors increased its Nasdaq (NDAQ) stake by 3.9% in Q2 2026, buying an estimated $8.68K and bringing the position to 2,661 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #444.

LVW Advisors first reported a position in NDAQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $217K in Q1 2026. 398 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • LVW Advisors held 2,661 shares of Nasdaq worth $210K as of Q2 2026.
  • LVW Advisors bought 99 Nasdaq shares in Q2 2026, an estimated $8.68K.
  • Nasdaq made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #444 holding.
  • LVW Advisors first reported a position in Nasdaq in Q4 2025 and has held it in 3 quarters since.
  • LVW Advisors's Nasdaq position peaked at $217K in Q1 2026.
  • 398 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.