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Abound Wealth Management’s Nasdaq NDAQ Stock Holding History

Abound Wealth Management’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
Q2 		$6.58K Sell
83
-32
-28% -$2.81K ﹤0.01% 547
2026
Q1 		$9.75K Hold
115
– – ﹤0.01% 561
2025
Q4 		$11.2K Buy
115
+5
+5% +$450 ﹤0.01% 490
2025
Q3 		$9.77K Hold
110
– – ﹤0.01% 498
2025
Q2 		$9.88K Buy
110
+21
+24% +$1.68K ﹤0.01% 448
2025
Q1 		$6.77K Buy
89
+15
+20% +$1.18K ﹤0.01% 475
2024
Q4 		$5.72K Sell
74
-1
-1% -$77 ﹤0.01% 495
2024
Q3 		$5.48K Hold
75
– – ﹤0.01% 529
2024
Q2 		$4.52K Hold
75
– – ﹤0.01% 523
2024
Q1 		$4.73K Hold
75
– – ﹤0.01% 538
2023
Q4 		$4.36K Sell
75
-2
-3% -$105 ﹤0.01% 542
2023
Q3 		$3.74K Buy
77
+11
+17% +$557 ﹤0.01% 521
2023
Q2 		$3.29K Hold
66
– – ﹤0.01% 575
2023
Q1 		$3.61K Buy
66
+36
+120% +$2.08K ﹤0.01% 485
2022
Q4 		$1.84K Hold
30
– – ﹤0.01% 551
2022
Q3 		$1.7K Buy
+30
New +$1.76K ﹤0.01% 513

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Abound Wealth Management's NDAQ Position: Q2 2026 in Review

Abound Wealth Management reduced its Nasdaq (NDAQ) stake by 28% in Q2 2026, selling an estimated $2.81K and leaving 83 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Abound Wealth Management first reported a position in NDAQ in Q3 2022 and has held it in 16 quarters since. The position peaked at $11.2K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Abound Wealth Management held 83 shares of Nasdaq worth $6.58K as of Q2 2026.
  • Abound Wealth Management sold 32 Nasdaq shares in Q2 2026, an estimated $2.81K.
  • Nasdaq made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #547 holding.
  • Abound Wealth Management first reported a position in Nasdaq in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Nasdaq position peaked at $11.2K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.