Accurate Wealth Management’s Nasdaq NDAQ Stock Holding History

Accurate 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 Q3	$323K	Buy	3,459 +430	+14%	+$40.2K	0.03%	461
2026 Q2	$267K	Buy	+3,029	New	+$266K	0.03%	487
2026 Q1	–	Sell	-2,520	Closed	-$248K	–	557
2025 Q4	$248K	Buy	2,520 +98	+4%	+$8.81K	0.03%	446
2025 Q3	$217K	Buy	+2,422	New	+$224K	0.03%	464
2023 Q4	–	Sell	-44,256	Closed	-$2.21M	–	286
2023 Q3	$2.21M	Buy	44,256 +1,045	+2%	+$53K	0.69%	42
2023 Q2	$2.19M	Buy	43,211 +13,496	+45%	+$731K	0.68%	36
2023 Q1	$1.62M	Buy	29,715 +29,609	+27,933%	+$1.71M	0.56%	48
2022 Q4	$6.63K	Buy	+106	New	+$6.6K	﹤0.01%	962

Other funds holding NDAQ

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Accurate Wealth Management's NDAQ Position: Q3 2026 in Review

Accurate Wealth Management increased its Nasdaq (NDAQ) stake by 14% in Q3 2026, buying an estimated $40.2K and bringing the position to 3,459 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #461.

Accurate Wealth Management first reported a position in NDAQ in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.21M in Q3 2023. 688 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

Accurate Wealth Management held 3,459 shares of Nasdaq worth $323K as of Q3 2026.
Accurate Wealth Management bought 430 Nasdaq shares in Q3 2026, an estimated $40.2K.
Nasdaq made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #461 holding.
Accurate Wealth Management first reported a position in Nasdaq in Q4 2022 and has held it in 8 quarters since.
Accurate Wealth Management's Nasdaq position peaked at $2.21M in Q3 2023.
688 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.