AWE
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Avidian Wealth Enterprises’s Nasdaq NDAQ Stock Holding History

Avidian Wealth Enterprises’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 		$757K Sell
8,227
-748
-8% -$69.9K 0.02% 388
2026
Q2 		$707K Buy
8,975
+1,896
+27% +$166K 0.02% 396
2026
Q1 		$601K Buy
7,079
+4,366
+161% +$391K 0.02% 400
2025
Q4 		$264K Buy
2,713
+133
+5% +$12K 0.01% 498
2025
Q3 		$228K Buy
2,580
+80
+3% +$7.41K 0.01% 528
2025
Q2 		$224K Buy
+2,500
New +$200K 0.01% 498
2023
Q3 		– Sell
-7,159
Closed -$357K – 415
2023
Q2 		$357K Buy
7,159
+1,606
+29% +$87K 0.02% 318
2023
Q1 		$304K Buy
5,553
+1,726
+45% +$99.7K 0.02% 377
2022
Q4 		$235K Buy
3,827
+12
+0.3% +$747 0.02% 403
2022
Q3 		$216K Buy
+3,815
New +$224K 0.02% 380

Other funds holding NDAQ

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Avidian Wealth Enterprises's NDAQ Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Nasdaq (NDAQ) stake by 8.3% in Q3 2026, selling an estimated $69.9K and leaving 8,227 shares worth $757K. The position accounts for 0.02% of the portfolio, ranked #388.

Avidian Wealth Enterprises first reported a position in NDAQ in Q3 2022 and has held it in 10 quarters since. 37 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Avidian Wealth Enterprises held 8,227 shares of Nasdaq worth $757K as of Q3 2026.
  • Avidian Wealth Enterprises sold 748 Nasdaq shares in Q3 2026, an estimated $69.9K.
  • Nasdaq made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #388 holding.
  • Avidian Wealth Enterprises first reported a position in Nasdaq in Q3 2022 and has held it in 10 quarters since.
  • 37 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.