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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
Q1 		$2.71M Buy
+31,895
New +$2.86M 0.2% 84

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lyell Wealth Management's NDAQ Position: Q1 2026 in Review

Lyell Wealth Management opened a new position in Nasdaq (NDAQ) in Q1 2026: 31,895 shares worth $2.71M. The stake represents 0.2% of the portfolio and ranks #84 among its holdings.

1,087 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Lyell Wealth Management held 31,895 shares of Nasdaq worth $2.71M as of Q1 2026.
  • Nasdaq was a new Lyell Wealth Management position in Q1 2026.
  • Nasdaq made up 0.2% of Lyell Wealth Management's portfolio in Q1 2026, its #84 holding.
  • 1,087 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.