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Superior Planning, LLC’s Nasdaq NDAQ Stock Holding History

Superior Planning, 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 		$38.6K Buy
+419
New +$39.2K 0.02% 450

Other funds holding NDAQ

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $27.7B AUM 38.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Superior Planning, LLC's NDAQ Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Nasdaq (NDAQ) in Q3 2026: 419 shares worth $38.6K. The stake represents 0.02% of the portfolio and ranks #450 among its holdings.

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

  • Superior Planning, LLC held 419 shares of Nasdaq worth $38.6K as of Q3 2026.
  • Nasdaq was a new Superior Planning, LLC position in Q3 2026.
  • Nasdaq made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #450 holding.
  • 794 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.