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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
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

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Lyell Wealth Management's NDAQ Position: Q2 2026 in Review

Lyell Wealth Management increased its Nasdaq (NDAQ) stake by 17% in Q2 2026, buying an estimated $487K and bringing the position to 37,450 shares worth $2.95M. The position accounts for 0.18% of the portfolio, ranked #85.

Lyell Wealth Management first reported a position in NDAQ in Q1 2026 and has held it in 2 quarters since. 1,084 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Lyell Wealth Management held 37,450 shares of Nasdaq worth $2.95M as of Q2 2026.
  • Lyell Wealth Management bought 5,555 Nasdaq shares in Q2 2026, an estimated $487K.
  • Nasdaq made up 0.18% of Lyell Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Lyell Wealth Management first reported a position in Nasdaq in Q1 2026 and has held it in 2 quarters since.
  • 1,084 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.