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Diversify Wealth Management’s Nasdaq NDAQ Stock Holding History

Diversify 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 		$906K Sell
9,648
-1,313
-12% -$115K 0.02% 670
2026
Q1 		$1M Buy
+10,961
New +$982K 0.02% 598

Other funds holding NDAQ

IA
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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 $3.38T AUM 44.17% 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

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

Diversify Wealth Management reduced its Nasdaq (NDAQ) stake by 12% in Q2 2026, selling an estimated $115K and leaving 9,648 shares worth $906K. The position accounts for 0.02% of the portfolio, ranked #670.

Diversify Wealth Management first reported a position in NDAQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $1M in Q1 2026. 1,089 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Diversify Wealth Management held 9,648 shares of Nasdaq worth $906K as of Q2 2026.
  • Diversify Wealth Management sold 1,313 Nasdaq shares in Q2 2026, an estimated $115K.
  • Nasdaq made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #670 holding.
  • Diversify Wealth Management first reported a position in Nasdaq in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Nasdaq position peaked at $1M in Q1 2026.
  • 1,089 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.