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Burling Wealth Partners’s Nasdaq NDAQ Stock Holding History

Burling 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 		$3.42M Buy
40,250
+2,307
+6% +$207K 0.55% 47
2025
Q4 		$3.69M Buy
37,943
+4,878
+15% +$439K 0.57% 46
2025
Q3 		$2.92M Buy
33,065
+7,406
+29% +$686K 0.48% 57
2025
Q2 		$2.29M Buy
25,659
+4,294
+20% +$343K 0.42% 65
2025
Q1 		$1.62M Buy
21,365
+4,664
+28% +$367K 0.34% 70
2024
Q4 		$1.29M Buy
+16,701
New +$1.29M 0.26% 86

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Burling Wealth Partners's NDAQ Position: Q1 2026 in Review

Burling Wealth Partners increased its Nasdaq (NDAQ) stake by 6.1% in Q1 2026, buying an estimated $207K and bringing the position to 40,250 shares worth $3.42M. The position accounts for 0.55% of the portfolio, ranked #47.

Burling Wealth Partners first reported a position in NDAQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.69M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Burling Wealth Partners held 40,250 shares of Nasdaq worth $3.42M as of Q1 2026.
  • Burling Wealth Partners bought 2,307 Nasdaq shares in Q1 2026, an estimated $207K.
  • Nasdaq made up 0.55% of Burling Wealth Partners's portfolio in Q1 2026, its #47 holding.
  • Burling Wealth Partners first reported a position in Nasdaq in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Nasdaq position peaked at $3.69M in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.