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Bridgelight Financial Advisors’s Nasdaq NDAQ Stock Holding History

Bridgelight Financial 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
2026
Q2 		$437K Buy
5,548
+22
+0.4% +$1.93K 0.3% 30
2026
Q1 		$469K Hold
5,526
– – 0.4% 25
2025
Q4 		$537K Buy
+5,526
New +$497K 0.46% 23

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Wellington Management Group
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Vanguard Portfolio Management
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
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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

Bridgelight Financial Advisors's NDAQ Position: Q2 2026 in Review

Bridgelight Financial Advisors increased its Nasdaq (NDAQ) stake by 0.4% in Q2 2026, buying an estimated $1.93K and bringing the position to 5,548 shares worth $437K. The position accounts for 0.3% of the portfolio, ranked #30.

Bridgelight Financial Advisors first reported a position in NDAQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $537K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Bridgelight Financial Advisors held 5,548 shares of Nasdaq worth $437K as of Q2 2026.
  • Bridgelight Financial Advisors bought 22 Nasdaq shares in Q2 2026, an estimated $1.93K.
  • Nasdaq made up 0.3% of Bridgelight Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • Bridgelight Financial Advisors first reported a position in Nasdaq in Q4 2025 and has held it in 3 quarters since.
  • Bridgelight Financial Advisors's Nasdaq position peaked at $537K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Bridgelight Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.