WADDELL & ASSOCIATES, LLC - Portfolio Stock Holdings
WADDELL & ASSOCIATES, LLC disclosed 584 stock positions in a recent SEC 13F filing. $2,020,699,400 of stock holdings were filed, with the largest holdings including FDX, PAVE, and FNDA. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,376,441,118 and has 21 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
584Est. Stock Holding Value:
$2,020,699,400Top Stock Holdings By Sector
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Portfolio Stock Holdings - WADDELL & ASSOCIATES, LLC
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Portfolio Options Holdings - WADDELL & ASSOCIATES, LLC
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