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Sierra Summit Advisors’s Nasdaq NDAQ Stock Holding History

Sierra Summit 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
2025
Q3 		– Sell
-72,563
Closed -$6.49M – 200
2025
Q2 		$6.49M Buy
+72,563
New +$5.79M 1.16% 32

Other funds holding NDAQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Sierra Summit Advisors's NDAQ Position: Q3 2025 in Review

Sierra Summit Advisors sold out of Nasdaq (NDAQ) in Q3 2025, closing a stake of 72,563 shares — an estimated $6.49M sold.

Sierra Summit Advisors first reported a position in NDAQ in Q2 2025 and held it in 1 quarter. The position peaked at $6.49M in Q2 2025. 1,047 funds tracked by Wall St. Rank hold NDAQ as of Q3 2025.

  • Sierra Summit Advisors reported no remaining Nasdaq position as of Q3 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 72,563 Nasdaq shares in Q3 2025, an estimated $6.49M.
  • Sierra Summit Advisors first reported a position in Nasdaq in Q2 2025 and held it in 1 quarter.
  • Sierra Summit Advisors's Nasdaq position peaked at $6.49M in Q2 2025.
  • 1,047 funds tracked by Wall St. Rank held Nasdaq as of Q3 2025.

Based on Sierra Summit Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.