Lyell Wealth Management
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Lyell Wealth Management’s Nasdaq NDAQ Stock Holding History

Lyell Wealth 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
Q3 		$3.64M Buy
39,558
+2,108
+6% +$197K 0.22% 77
2026
Q2 		$2.95M Buy
37,450
+5,555
+17% +$487K 0.18% 85
2026
Q1 		$2.71M Buy
+31,895
New +$2.86M 0.2% 84

Other funds holding NDAQ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 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

Lyell Wealth Management's NDAQ Position: Q3 2026 in Review

Lyell Wealth Management increased its Nasdaq (NDAQ) stake by 5.6% in Q3 2026, buying an estimated $197K and bringing the position to 39,558 shares worth $3.64M. The position accounts for 0.22% of the portfolio, ranked #77.

Lyell Wealth Management first reported a position in NDAQ in Q1 2026 and has held it in 3 quarters since. 555 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Lyell Wealth Management held 39,558 shares of Nasdaq worth $3.64M as of Q3 2026.
  • Lyell Wealth Management bought 2,108 Nasdaq shares in Q3 2026, an estimated $197K.
  • Nasdaq made up 0.22% of Lyell Wealth Management's portfolio in Q3 2026, its #77 holding.
  • Lyell Wealth Management first reported a position in Nasdaq in Q1 2026 and has held it in 3 quarters since.
  • 555 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.