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Downshift Financial’s Nasdaq NDAQ Stock Holding History

Downshift Financial’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 		$236 Buy
+3
New +$263 ﹤0.01% 623

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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

Downshift Financial's NDAQ Position: Q2 2026 in Review

Downshift Financial opened a new position in Nasdaq (NDAQ) in Q2 2026: 3 shares worth $236. The stake represents ﹤0.01% of the portfolio and ranks #623 among its holdings.

1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Downshift Financial held 3 shares of Nasdaq worth $236 as of Q2 2026.
  • Nasdaq was a new Downshift Financial position in Q2 2026.
  • Nasdaq made up ﹤0.01% of Downshift Financial's portfolio in Q2 2026, its #623 holding.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.