Skip to main content

Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

NDAQ holding history

Nasdaq, Inc. in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NDAQ overviewAll 13F holders of NDAQFull Q2 2026 holdings

Shares (Q2 2026)
37,450
Value
$2.95M
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of NDAQ by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637,450$2.95M0.2%+5,555+17.4%AddedHolders
Q1 202631,895$2.71M0.2%+31,895NewHolders