Atlantic Private Wealth’s Nasdaq NDAQ Stock Holding History

Atlantic Private Wealth’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	–	Sell	-10	Closed	-$971	–	373
2025 Q4	$971	Buy	+10	New	+$899	﹤0.01%	260

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Atlantic Private Wealth's NDAQ Position: Q1 2026 in Review

Atlantic Private Wealth sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 10 shares — an estimated $971 sold.

Atlantic Private Wealth first reported a position in NDAQ in Q4 2025 and held it in 1 quarter. The position peaked at $971 in Q4 2025. 1,099 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

Atlantic Private Wealth reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
Atlantic Private Wealth sold 10 Nasdaq shares in Q1 2026, an estimated $971.
Atlantic Private Wealth first reported a position in Nasdaq in Q4 2025 and held it in 1 quarter.
Atlantic Private Wealth's Nasdaq position peaked at $971 in Q4 2025.
1,099 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.