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Beverly Hills Private Wealth’s Nasdaq NDAQ Stock Holding History

Beverly Hills Private 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
Q2 		– Sell
-7,636
Closed -$648K – 329
2026
Q1 		$648K Sell
7,636
-565
-7% -$50.6K 0.11% 160
2025
Q4 		$797K Buy
+8,201
New +$737K 0.14% 137

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Wellington Management Group
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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

Beverly Hills Private Wealth's NDAQ Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 7,636 shares — an estimated $648K sold.

Beverly Hills Private Wealth first reported a position in NDAQ in Q4 2025 and held it in 2 quarters. The position peaked at $797K in Q4 2025. 1,079 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 7,636 Nasdaq shares in Q2 2026, an estimated $648K.
  • Beverly Hills Private Wealth first reported a position in Nasdaq in Q4 2025 and held it in 2 quarters.
  • Beverly Hills Private Wealth's Nasdaq position peaked at $797K in Q4 2025.
  • 1,079 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.