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Carolina Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Carolina Wealth 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 		$5.83K Hold
74
– – ﹤0.01% 226
2026
Q1 		$6.28K Hold
74
– – ﹤0.01% 212
2025
Q4 		$7.19K Hold
74
– – ﹤0.01% 187
2025
Q3 		$6.54K Hold
74
– – ﹤0.01% 183
2025
Q2 		$6.62K Hold
74
– – ﹤0.01% 169
2025
Q1 		$5.61K Hold
74
– – ﹤0.01% 186
2024
Q4 		$5.72K Hold
74
– – ﹤0.01% 187
2024
Q3 		$5.4K Buy
+74
New +$5.05K ﹤0.01% 226

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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

Carolina Wealth Advisors's NDAQ Position: Q2 2026 in Review

Carolina Wealth Advisors held its Nasdaq (NDAQ) position steady in Q2 2026 at 74 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Carolina Wealth Advisors first reported a position in NDAQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.19K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Carolina Wealth Advisors held 74 shares of Nasdaq worth $5.83K as of Q2 2026.
  • Carolina Wealth Advisors left its Nasdaq share count unchanged in Q2 2026.
  • Nasdaq made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #226 holding.
  • Carolina Wealth Advisors first reported a position in Nasdaq in Q3 2024 and has held it in 8 quarters since.
  • Carolina Wealth Advisors's Nasdaq position peaked at $7.19K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.