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Comprehensive Financial Planning’s Nasdaq NDAQ Stock Holding History

Comprehensive Financial Planning’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 		$10.4K Buy
132
+1
+0.8% +$88 0.01% 282
2026
Q1 		$11.2K Buy
131
+1
+0.8% +$90 0.01% 259
2025
Q4 		$12.7K Sell
130
-1
-0.8% -$90 0.01% 239
2025
Q3 		$11.5K Buy
131
+1
+0.8% +$93 0.01% 237
2025
Q2 		$11.6K Buy
130
+1
+0.8% +$80 0.01% 228
2025
Q1 		$9.84K Hold
129
– – 0.01% 215
2024
Q4 		$10K Buy
+129
New +$9.97K 0.01% 244

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

Comprehensive Financial Planning's NDAQ Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Nasdaq (NDAQ) stake by 0.76% in Q2 2026, buying an estimated $88 and bringing the position to 132 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #282.

Comprehensive Financial Planning first reported a position in NDAQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.7K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Comprehensive Financial Planning held 132 shares of Nasdaq worth $10.4K as of Q2 2026.
  • Comprehensive Financial Planning bought 1 Nasdaq share in Q2 2026, an estimated $88.
  • Nasdaq made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #282 holding.
  • Comprehensive Financial Planning first reported a position in Nasdaq in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's Nasdaq position peaked at $12.7K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.