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Action Point Financial Planning’s Nasdaq NDAQ Stock Holding History

Action Point Financial Planning’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 		$25.1K Buy
+322
New +$28.2K ﹤0.01% 1047

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

Action Point Financial Planning's NDAQ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Nasdaq (NDAQ) in Q2 2026: 322 shares worth $25.1K. The stake represents ﹤0.01% of the portfolio and ranks #1047 among its holdings.

1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Action Point Financial Planning held 322 shares of Nasdaq worth $25.1K as of Q2 2026.
  • Nasdaq was a new Action Point Financial Planning position in Q2 2026.
  • Nasdaq made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1047 holding.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.