Rothwell Investment Advisors, LLC’s Nasdaq NDAQ Stock Holding History

Rothwell Investment Advisors, 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	$1.19M	Buy	+12,881	New	+$1.2M	0.63%	25

Other funds holding NDAQ

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Rothwell Investment Advisors, LLC's NDAQ Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Nasdaq (NDAQ) in Q3 2026: 12,881 shares worth $1.19M. The stake represents 0.63% of the portfolio and ranks #25 among its holdings.

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

Rothwell Investment Advisors, LLC held 12,881 shares of Nasdaq worth $1.19M as of Q3 2026.
Nasdaq was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Nasdaq made up 0.63% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #25 holding.
571 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.