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Savvy Advisors Inc’s Nasdaq NDAQ Stock Holding History

Savvy Advisors Inc’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 		$310K Buy
3,653
+258
+8% +$23.1K 0.01% 858
2025
Q4 		$330K Sell
3,395
-44
-1% -$3.96K 0.01% 731
2025
Q3 		$304K Buy
+3,439
New +$319K 0.01% 616
2024
Q3 		– Sell
-4,762
Closed -$287K – 366
2024
Q2 		$287K Buy
+4,762
New +$288K 0.09% 216

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

Savvy Advisors Inc's NDAQ Position: Q1 2026 in Review

Savvy Advisors Inc increased its Nasdaq (NDAQ) stake by 7.6% in Q1 2026, buying an estimated $23.1K and bringing the position to 3,653 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #858.

Savvy Advisors Inc first reported a position in NDAQ in Q2 2024 and has held it in 4 quarters since. The position peaked at $330K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Savvy Advisors Inc held 3,653 shares of Nasdaq worth $310K as of Q1 2026.
  • Savvy Advisors Inc bought 258 Nasdaq shares in Q1 2026, an estimated $23.1K.
  • Nasdaq made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #858 holding.
  • Savvy Advisors Inc first reported a position in Nasdaq in Q2 2024 and has held it in 4 quarters since.
  • Savvy Advisors Inc's Nasdaq position peaked at $330K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.