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Beaird Harris Wealth Management’s Nasdaq NDAQ Stock Holding History

Beaird Harris Wealth Management’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
2025
Q4 		– Sell
-14
Closed -$1.24K – 744
2025
Q3 		$1.24K Buy
+14
New +$1.3K ﹤0.01% 557
2023
Q1 		– Sell
-39
Closed -$2.39K – 655
2022
Q4 		$2.39K Buy
+39
New +$2.43K ﹤0.01% 549
2022
Q1 		– Sell
-90
Closed -$6K – 676
2021
Q4 		$6K Buy
+90
New +$6.13K ﹤0.01% 456

Other funds holding NDAQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beaird Harris Wealth Management's NDAQ Position: Q4 2025 in Review

Beaird Harris Wealth Management sold out of Nasdaq (NDAQ) in Q4 2025, closing a stake of 14 shares — an estimated $1.24K sold.

Beaird Harris Wealth Management first reported a position in NDAQ in Q4 2021 and held it in 3 quarters. The position peaked at $6K in Q4 2021. 1,103 funds tracked by Wall St. Rank hold NDAQ as of Q4 2025.

  • Beaird Harris Wealth Management reported no remaining Nasdaq position as of Q4 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 14 Nasdaq shares in Q4 2025, an estimated $1.24K.
  • Beaird Harris Wealth Management first reported a position in Nasdaq in Q4 2021 and held it in 3 quarters.
  • Beaird Harris Wealth Management's Nasdaq position peaked at $6K in Q4 2021.
  • 1,103 funds tracked by Wall St. Rank held Nasdaq as of Q4 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2025, filed 23 Feb 2026.