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BSW Wealth Partners’s Nasdaq NDAQ Stock Holding History

BSW Wealth Partners’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
Q1 		– Sell
-2,198
Closed -$213K – 332
2025
Q4 		$213K Sell
2,198
-138
-6% -$12.4K 0.03% 304
2025
Q3 		$207K Buy
+2,336
New +$216K 0.03% 311

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Franklin Resources
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BSW Wealth Partners's NDAQ Position: Q1 2026 in Review

BSW Wealth Partners sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 2,198 shares — an estimated $213K sold.

BSW Wealth Partners first reported a position in NDAQ in Q3 2025 and held it in 2 quarters. The position peaked at $213K in Q4 2025. 1,095 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • BSW Wealth Partners reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 2,198 Nasdaq shares in Q1 2026, an estimated $213K.
  • BSW Wealth Partners first reported a position in Nasdaq in Q3 2025 and held it in 2 quarters.
  • BSW Wealth Partners's Nasdaq position peaked at $213K in Q4 2025.
  • 1,095 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on BSW Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.