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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
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 $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