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Carolinas Wealth Consulting’s Nasdaq NDAQ Stock Holding History

Carolinas Wealth Consulting’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
-125
Closed -$9.48K – 616
2025
Q1 		$9.48K Sell
125
-55
-31% -$4.33K ﹤0.01% 536
2024
Q4 		$13.8K Hold
180
– – ﹤0.01% 512
2024
Q3 		$13.1K Buy
180
+20
+13% +$1.36K ﹤0.01% 526
2024
Q2 		$9.58K Buy
160
+1
+0.6% +$61 ﹤0.01% 563
2024
Q1 		$10K Hold
159
– – ﹤0.01% 556
2023
Q4 		$9.24K Sell
159
-17
-10% -$896 ﹤0.01% 552
2023
Q3 		$8.73K Hold
176
– – ﹤0.01% 535
2023
Q2 		$8.77K Sell
176
-208
-54% -$11.3K ﹤0.01% 610
2023
Q1 		$21K Buy
384
+1
+0.3% +$58 ﹤0.01% 489
2022
Q4 		$23.5K Hold
383
– – 0.01% 468
2022
Q3 		$22K Buy
383
+2
+0.5% +$118 0.01% 431
2022
Q2 		$19K Hold
381
– – ﹤0.01% 462
2022
Q1 		$23K Buy
381
+93
+32% +$5.5K 0.01% 458
2021
Q4 		$20K Buy
288
+153
+113% +$10.4K ﹤0.01% 497
2021
Q3 		$9K Buy
+135
New +$8.5K ﹤0.01% 594

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

Carolinas Wealth Consulting's NDAQ Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Nasdaq (NDAQ) in Q2 2025, closing a stake of 125 shares — an estimated $9.48K sold.

Carolinas Wealth Consulting first reported a position in NDAQ in Q3 2021 and held it in 15 quarters. The position peaked at $23.5K in Q4 2022. 1,020 funds tracked by Wall St. Rank hold NDAQ as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Nasdaq position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 125 Nasdaq shares in Q2 2025, an estimated $9.48K.
  • Carolinas Wealth Consulting first reported a position in Nasdaq in Q3 2021 and held it in 15 quarters.
  • Carolinas Wealth Consulting's Nasdaq position peaked at $23.5K in Q4 2022.
  • 1,020 funds tracked by Wall St. Rank held Nasdaq as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.