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Dakota Wealth Management’s Nasdaq NDAQ Stock Holding History

Dakota 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 		$290K Buy
3,685
+201
+6% +$17.6K 0.01% 674
2026
Q1 		$296K Sell
3,484
-5,958
-63% -$534K 0.01% 653
2025
Q4 		$917K Buy
9,442
+6,077
+181% +$546K 0.02% 424
2025
Q3 		$298K Sell
3,365
-722
-18% -$66.9K 0.01% 561
2025
Q2 		$365K Sell
4,087
-36
-0.9% -$2.87K 0.01% 566
2025
Q1 		$313K Sell
4,123
-149
-3% -$11.7K 0.01% 603
2024
Q4 		$330K Buy
4,272
+10
+0.2% +$773 0.01% 583
2024
Q3 		$311K Buy
4,262
+245
+6% +$16.7K 0.01% 585
2024
Q2 		$242K Buy
+4,017
New +$243K 0.01% 629

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

Dakota Wealth Management's NDAQ Position: Q2 2026 in Review

Dakota Wealth Management increased its Nasdaq (NDAQ) stake by 5.8% in Q2 2026, buying an estimated $17.6K and bringing the position to 3,685 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #674.

Dakota Wealth Management first reported a position in NDAQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $917K in Q4 2025. 1,076 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Dakota Wealth Management held 3,685 shares of Nasdaq worth $290K as of Q2 2026.
  • Dakota Wealth Management bought 201 Nasdaq shares in Q2 2026, an estimated $17.6K.
  • Nasdaq made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #674 holding.
  • Dakota Wealth Management first reported a position in Nasdaq in Q2 2024 and has held it in 9 quarters since.
  • Dakota Wealth Management's Nasdaq position peaked at $917K in Q4 2025.
  • 1,076 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.