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Dogwood Wealth Management’s Nasdaq NDAQ Stock Holding History

Dogwood 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 		$8.51K Buy
108
+43
+66% +$3.77K ﹤0.01% 414
2026
Q1 		$5.52K Buy
65
+13
+25% +$1.17K ﹤0.01% 453
2025
Q4 		$5.05K Buy
52
+26
+100% +$2.34K ﹤0.01% 414
2025
Q3 		$2.3K Buy
26
+2
+8% +$185 ﹤0.01% 509
2025
Q2 		$2.13K Buy
24
+19
+380% +$1.52K ﹤0.01% 556
2025
Q1 		$379 Buy
+5
New +$393 ﹤0.01% 480
2024
Q3 		– Hold
0
– – – 415
2024
Q2 		– Hold
0
– – – 516
2024
Q1 		– Hold
0
– – – 517
2023
Q4 		– Hold
0
– – – 490

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

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

Dogwood Wealth Management increased its Nasdaq (NDAQ) stake by 66% in Q2 2026, buying an estimated $3.77K and bringing the position to 108 shares worth $8.51K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Dogwood Wealth Management first reported a position in NDAQ in Q1 2025 and has held it in 6 quarters since. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Dogwood Wealth Management held 108 shares of Nasdaq worth $8.51K as of Q2 2026.
  • Dogwood Wealth Management bought 43 Nasdaq shares in Q2 2026, an estimated $3.77K.
  • Nasdaq made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #414 holding.
  • Dogwood Wealth Management first reported a position in Nasdaq in Q1 2025 and has held it in 6 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.