CCWM
NDAQ icon

Cassaday & Co Wealth Management’s Nasdaq NDAQ Stock Holding History

Cassaday & Co 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
2026
Q2 		$868 Hold
11
– – ﹤0.01% 1088
2026
Q1 		$934 Buy
+11
New +$986 ﹤0.01% 1135

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

Cassaday & Co Wealth Management's NDAQ Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Nasdaq (NDAQ) position steady in Q2 2026 at 11 shares worth $868. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Cassaday & Co Wealth Management first reported a position in NDAQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $934 in Q1 2026. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Cassaday & Co Wealth Management held 11 shares of Nasdaq worth $868 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Nasdaq share count unchanged in Q2 2026.
  • Nasdaq made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1088 holding.
  • Cassaday & Co Wealth Management first reported a position in Nasdaq in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Nasdaq position peaked at $934 in Q1 2026.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.