CAWM
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Capital A Wealth Management’s Nasdaq NDAQ Stock Holding History

Capital A Wealth Management’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
Q2 		– Sell
-587
Closed -$44.5K – 702
2025
Q1 		$44.5K Sell
587
-343
-37% -$27K 0.05% 158
2024
Q4 		$71.9K Buy
+930
New +$71.9K 0.12% 130

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Capital A Wealth Management's NDAQ Position: Q2 2025 in Review

Capital A Wealth Management sold out of Nasdaq (NDAQ) in Q2 2025, closing a stake of 587 shares — an estimated $44.5K sold.

Capital A Wealth Management first reported a position in NDAQ in Q4 2024 and held it in 2 quarters. The position peaked at $71.9K in Q4 2024. 1,020 funds tracked by Wall St. Rank hold NDAQ as of Q2 2025.

  • Capital A Wealth Management reported no remaining Nasdaq position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 587 Nasdaq shares in Q2 2025, an estimated $44.5K.
  • Capital A Wealth Management first reported a position in Nasdaq in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Nasdaq position peaked at $71.9K in Q4 2024.
  • 1,020 funds tracked by Wall St. Rank held Nasdaq as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.