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 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

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Accurate Wealth Management opened a new position in Nasdaq (NDAQ) in Q2 2026: 3,029 shares worth $267K. The stake represents 0.03% of the portfolio and ranks #487 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in NDAQ as recently as Q4 2025.

Accurate Wealth Management first reported a position in NDAQ in Q4 2022 and has held it in 7 quarters since. The position peaked at $2.21M in Q3 2023. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

Accurate Wealth Management held 3,029 shares of Nasdaq worth $267K as of Q2 2026.
Nasdaq was a new Accurate Wealth Management position in Q2 2026.
Nasdaq made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #487 holding.
Accurate Wealth Management first reported a position in Nasdaq in Q4 2022 and has held it in 7 quarters since.
Accurate Wealth Management's Nasdaq position peaked at $2.21M in Q3 2023.
1,086 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.