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Sequoia Financial Advisors’s Nasdaq NDAQ Stock Holding History

Sequoia Financial Advisors’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 		$6.75M Buy
85,621
+12,398
+17% +$1.09M 0.03% 291
2026
Q1 		$6.22M Sell
73,223
-4,874
-6% -$437K 0.03% 279
2025
Q4 		$7.59M Buy
78,097
+8,112
+12% +$729K 0.04% 247
2025
Q3 		$6.19M Buy
69,985
+3,205
+5% +$297K 0.04% 270
2025
Q2 		$5.97M Buy
66,780
+9,609
+17% +$767K 0.04% 256
2025
Q1 		$4.34M Buy
57,171
+4,447
+8% +$350K 0.03% 292
2024
Q4 		$4.08M Buy
52,724
+1,862
+4% +$144K 0.04% 279
2024
Q3 		$3.71M Buy
50,862
+1,656
+3% +$113K 0.04% 258
2024
Q2 		$2.97M Buy
49,206
+2,003
+4% +$121K 0.04% 257
2024
Q1 		$2.98M Sell
47,203
-3,453
-7% -$200K 0.04% 269
2023
Q4 		$2.95M Buy
+50,656
New +$2.67M 0.04% 281

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

Sequoia Financial Advisors's NDAQ Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Nasdaq (NDAQ) stake by 17% in Q2 2026, buying an estimated $1.09M and bringing the position to 85,621 shares worth $6.75M. The position accounts for 0.03% of the portfolio, ranked #291.

Sequoia Financial Advisors first reported a position in NDAQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.59M in Q4 2025. 1,089 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Sequoia Financial Advisors held 85,621 shares of Nasdaq worth $6.75M as of Q2 2026.
  • Sequoia Financial Advisors bought 12,398 Nasdaq shares in Q2 2026, an estimated $1.09M.
  • Nasdaq made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #291 holding.
  • Sequoia Financial Advisors first reported a position in Nasdaq in Q4 2023 and has held it in 11 quarters since.
  • Sequoia Financial Advisors's Nasdaq position peaked at $7.59M in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.