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Arkadios Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Arkadios Wealth Advisors’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
Q1 		$479K Sell
5,643
-363
-6% -$32.5K 0.01% 1132
2025
Q4 		$583K Sell
6,006
-17
-0.3% -$1.53K 0.01% 929
2025
Q3 		$533K Sell
6,023
-3,276
-35% -$303K 0.01% 906
2025
Q2 		$832K Buy
+9,299
New +$742K 0.02% 638
2020
Q4 		– Sell
-6
Closed -$257 – 1431
2020
Q3 		$257 Buy
+6
New +$256 ﹤0.01% 995

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arkadios Wealth Advisors's NDAQ Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Nasdaq (NDAQ) stake by 6% in Q1 2026, selling an estimated $32.5K and leaving 5,643 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #1132.

Arkadios Wealth Advisors first reported a position in NDAQ in Q3 2020 and has held it in 5 quarters since. The position peaked at $832K in Q2 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Arkadios Wealth Advisors held 5,643 shares of Nasdaq worth $479K as of Q1 2026.
  • Arkadios Wealth Advisors sold 363 Nasdaq shares in Q1 2026, an estimated $32.5K.
  • Nasdaq made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1132 holding.
  • Arkadios Wealth Advisors first reported a position in Nasdaq in Q3 2020 and has held it in 5 quarters since.
  • Arkadios Wealth Advisors's Nasdaq position peaked at $832K in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.