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DHJJ Financial Advisors’s Nasdaq NDAQ Stock Holding History

DHJJ Financial Advisors’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 		$4.87K Hold
57
– – ﹤0.01% 665
2025
Q4 		$5.55K Buy
+57
New +$5.13K ﹤0.01% 620

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

DHJJ Financial Advisors's NDAQ Position: Q1 2026 in Review

DHJJ Financial Advisors held its Nasdaq (NDAQ) position steady in Q1 2026 at 57 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

DHJJ Financial Advisors first reported a position in NDAQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.55K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • DHJJ Financial Advisors held 57 shares of Nasdaq worth $4.87K as of Q1 2026.
  • DHJJ Financial Advisors left its Nasdaq share count unchanged in Q1 2026.
  • Nasdaq made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #665 holding.
  • DHJJ Financial Advisors first reported a position in Nasdaq in Q4 2025 and has held it in 2 quarters since.
  • DHJJ Financial Advisors's Nasdaq position peaked at $5.55K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.