WA
NAKA

Waverly Advisors’s Nakamoto Inc NAKA Stock Holding History

Waverly Advisors’s Portfolio NAKA Stock Details NAKA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-687
Closed -$6.07K – 1844
2026
Q1 		$6.07K Hold
687
– – ﹤0.01% 1613
2025
Q4 		$9.65K Buy
+687
New +$17.9K ﹤0.01% 1470

Other funds holding NAKA

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Waverly Advisors's NAKA Position: Q2 2026 in Review

Waverly Advisors sold out of Nakamoto Inc (NAKA) in Q2 2026, closing a stake of 687 shares — an estimated $6.07K sold.

Waverly Advisors first reported a position in NAKA in Q4 2025 and held it in 2 quarters. The position peaked at $9.65K in Q4 2025. 34 funds tracked by Wall St. Rank hold NAKA as of Q2 2026.

  • Waverly Advisors reported no remaining Nakamoto Inc position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 687 Nakamoto Inc shares in Q2 2026, an estimated $6.07K.
  • Waverly Advisors first reported a position in Nakamoto Inc in Q4 2025 and held it in 2 quarters.
  • Waverly Advisors's Nakamoto Inc position peaked at $9.65K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Nakamoto Inc as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.