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Bellwether Advisors’s Nasdaq NDAQ Stock Holding History

Bellwether Advisors’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
-10,824
Closed -$957K – 152
2025
Q3 		$957K Buy
+10,824
New +$1M 0.16% 83
2022
Q4 		– Sell
-24
Closed -$1K – 523
2022
Q3 		$1K Buy
24
+15
+167% +$882 ﹤0.01% 435
2022
Q2 		$0 Sell
9
-6
-40% -$318 ﹤0.01% 519
2022
Q1 		$0 Sell
15
-17,259
-100% -$1.02M ﹤0.01% 591
2021
Q4 		$1.21M Buy
+17,274
New +$1.18M 0.38% 51

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Bellwether Advisors's NDAQ Position: Q4 2025 in Review

Bellwether Advisors sold out of Nasdaq (NDAQ) in Q4 2025, closing a stake of 10,824 shares — an estimated $957K sold.

Bellwether Advisors first reported a position in NDAQ in Q4 2021 and held it in 5 quarters. The position peaked at $1.21M in Q4 2021. 1,102 funds tracked by Wall St. Rank hold NDAQ as of Q4 2025.

  • Bellwether Advisors reported no remaining Nasdaq position as of Q4 2025 after selling out during the quarter.
  • Bellwether Advisors sold 10,824 Nasdaq shares in Q4 2025, an estimated $957K.
  • Bellwether Advisors first reported a position in Nasdaq in Q4 2021 and held it in 5 quarters.
  • Bellwether Advisors's Nasdaq position peaked at $1.21M in Q4 2021.
  • 1,102 funds tracked by Wall St. Rank held Nasdaq as of Q4 2025.

Based on Bellwether Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.