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Connecticut Wealth Management’s Nasdaq NDAQ Stock Holding History

Connecticut 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
Q1 		– Sell
-2,111
Closed -$205K – 335
2025
Q4 		$205K Buy
+2,111
New +$190K 0.01% 310

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IA
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Connecticut Wealth Management's NDAQ Position: Q1 2026 in Review

Connecticut Wealth Management sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 2,111 shares — an estimated $205K sold.

Connecticut Wealth Management first reported a position in NDAQ in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 1,091 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Connecticut Wealth Management reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
  • Connecticut Wealth Management sold 2,111 Nasdaq shares in Q1 2026, an estimated $205K.
  • Connecticut Wealth Management first reported a position in Nasdaq in Q4 2025 and held it in 1 quarter.
  • Connecticut Wealth Management's Nasdaq position peaked at $205K in Q4 2025.
  • 1,091 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.