Balance Wealth
NDAQ icon

Balance Wealth’s Nasdaq NDAQ Stock Holding History

Balance 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
Q3 		$5.22K Buy
+57
New +$5.33K ﹤0.01% 644

Other funds holding NDAQ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Balance Wealth's NDAQ Position: Q3 2026 in Review

Balance Wealth opened a new position in Nasdaq (NDAQ) in Q3 2026: 57 shares worth $5.22K. The stake represents ﹤0.01% of the portfolio and ranks #644 among its holdings.

947 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Balance Wealth held 57 shares of Nasdaq worth $5.22K as of Q3 2026.
  • Nasdaq was a new Balance Wealth position in Q3 2026.
  • Nasdaq made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #644 holding.
  • 947 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.