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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
Q2 		$222K Sell
2,811
-842
-23% -$73.9K ﹤0.01% 1137
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 $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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's NDAQ Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Nasdaq (NDAQ) stake by 23% in Q2 2026, selling an estimated $73.9K and leaving 2,811 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Savvy Advisors Inc first reported a position in NDAQ in Q2 2024 and has held it in 5 quarters since. The position peaked at $330K in Q4 2025. 1,089 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Savvy Advisors Inc held 2,811 shares of Nasdaq worth $222K as of Q2 2026.
  • Savvy Advisors Inc sold 842 Nasdaq shares in Q2 2026, an estimated $73.9K.
  • Nasdaq made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1137 holding.
  • Savvy Advisors Inc first reported a position in Nasdaq in Q2 2024 and has held it in 5 quarters since.
  • Savvy Advisors Inc's Nasdaq position peaked at $330K in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.