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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
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

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

Avidian Wealth Enterprises's NDAQ Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Nasdaq (NDAQ) stake by 27% in Q2 2026, buying an estimated $166K and bringing the position to 8,975 shares worth $707K. The position accounts for 0.02% of the portfolio, ranked #396.

Avidian Wealth Enterprises first reported a position in NDAQ in Q3 2022 and has held it in 9 quarters since. 1,077 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Avidian Wealth Enterprises held 8,975 shares of Nasdaq worth $707K as of Q2 2026.
  • Avidian Wealth Enterprises bought 1,896 Nasdaq shares in Q2 2026, an estimated $166K.
  • Nasdaq made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #396 holding.
  • Avidian Wealth Enterprises first reported a position in Nasdaq in Q3 2022 and has held it in 9 quarters since.
  • 1,077 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.