LVW Advisors
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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
Q3 		$218K Sell
2,371
-290
-11% -$27.1K 0.02% 428
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Munich Reinsurance
Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return
Raiffeisen Bank International
Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

LVW Advisors's NDAQ Position: Q3 2026 in Review

LVW Advisors reduced its Nasdaq (NDAQ) stake by 11% in Q3 2026, selling an estimated $27.1K and leaving 2,371 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #428.

LVW Advisors first reported a position in NDAQ in Q4 2025 and has held it in 4 quarters since. 392 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • LVW Advisors held 2,371 shares of Nasdaq worth $218K as of Q3 2026.
  • LVW Advisors sold 290 Nasdaq shares in Q3 2026, an estimated $27.1K.
  • Nasdaq made up 0.02% of LVW Advisors's portfolio in Q3 2026, its #428 holding.
  • LVW Advisors first reported a position in Nasdaq in Q4 2025 and has held it in 4 quarters since.
  • 392 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.