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STACKSTONE WEALTH, LLC’s Nasdaq NDAQ Stock Holding History

STACKSTONE WEALTH, LLC’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
Q3 		$3.27M Buy
+35,507
New +$3.32M 0.32% 77

Other funds holding NDAQ

Assenagon Asset Management
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Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

STACKSTONE WEALTH, LLC's NDAQ Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Nasdaq (NDAQ) in Q3 2026: 35,507 shares worth $3.27M. The stake represents 0.32% of the portfolio and ranks #77 among its holdings.

157 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 35,507 shares of Nasdaq worth $3.27M as of Q3 2026.
  • Nasdaq was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • Nasdaq made up 0.32% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #77 holding.
  • 157 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.